SNB

Security National Bank Portfolio holdings

AUM $653M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$661M
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$28.9M
3
+$3.58M
4
GRBK icon
Green Brick Partners
GRBK
+$3.2M
5
AVGO icon
Broadcom
AVGO
+$2.55M

Top Sells

1
+$6.58M
2
+$5.78M
3
+$4.35M
4
TXN icon
Texas Instruments
TXN
+$3.18M
5
SEDG icon
SolarEdge
SEDG
+$1.74M

Sector Composition

1 Technology 22.04%
2 Financials 14.86%
3 Consumer Discretionary 9.9%
4 Industrials 7.16%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
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