SNBOSD

Security National Bank of So Dak Portfolio holdings

AUM $199M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.1M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$508K
2 +$213K
3 +$211K
4
BAH icon
Booz Allen Hamilton
BAH
+$85.2K
5
XOM icon
Exxon Mobil
XOM
+$79.8K

Top Sells

1 +$962K
2 +$572K
3 +$429K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$406K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$305K

Sector Composition

1 Technology 16.84%
2 Consumer Staples 13.17%
3 Industrials 12.78%
4 Financials 11.59%
5 Healthcare 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,575
77
-12,267
78
-2,977
79
-3,615
80
-1,857
81
-2,067
82
-826
83
-3,838