SNB

Security National Bank Portfolio holdings

AUM $698M
1-Year Est. Return 25.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.52M
3
+$3.91M
4
ABT icon
Abbott
ABT
+$1.96M
5
PG icon
Procter & Gamble
PG
+$1.8M

Top Sells

1
+$3.45M
2
+$2.54M
3
+$2.13M
4
PEP icon
PepsiCo
PEP
+$2.02M
5
AAPL icon
Apple
AAPL
+$1.19M

Sector Composition

1 Technology 32.43%
2 Financials 21.81%
3 Consumer Discretionary 11.49%
4 Healthcare 6.47%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.9K ﹤0.01%
50
277
$12.2K ﹤0.01%
25
278
$11.4K ﹤0.01%
150
279
$11.1K ﹤0.01%
3
280
$10.7K ﹤0.01%
450
281
$10.1K ﹤0.01%
+19
282
$9.28K ﹤0.01%
950
283
$9.09K ﹤0.01%
100
284
$8.99K ﹤0.01%
159
285
$8.97K ﹤0.01%
76
286
$8.76K ﹤0.01%
+90
287
$8.75K ﹤0.01%
369
288
$8.73K ﹤0.01%
115
289
$8.59K ﹤0.01%
175
290
$8.29K ﹤0.01%
465
291
$8.26K ﹤0.01%
188
-150
292
$8.21K ﹤0.01%
214
293
$7.99K ﹤0.01%
264
294
$7.97K ﹤0.01%
100
295
$7.72K ﹤0.01%
+37
296
$7.53K ﹤0.01%
10
297
$7.29K ﹤0.01%
25
298
$6.2K ﹤0.01%
207
+200
299
$5.63K ﹤0.01%
396
300
$5.47K ﹤0.01%
25
10 11
12
13 14