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
$180M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$601K
3 +$345K
4
BND icon
Vanguard Total Bond Market
BND
+$316K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$313K

Top Sells

1 +$1.61M
2 +$646K
3 +$612K
4
NVDA icon
NVIDIA
NVDA
+$299K
5
UPS icon
United Parcel Service
UPS
+$215K

Sector Composition

1 Technology 22.18%
2 Industrials 14.4%
3 Financials 12.46%
4 Healthcare 11.05%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.11%
+520
102
-1,571
103
-10,707
104
-1