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
$149M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Sector Composition

1 Technology 21.77%
2 Industrials 13.33%
3 Financials 11.37%
4 Healthcare 10.62%
5 Consumer Staples 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$217K 0.15%
+8,883
102
$217K 0.15%
+3,260
103
$216K 0.15%
4,362
104
$205K 0.14%
1,380
-658
105
$201K 0.14%
+373
106
-463
107
-2,660