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
$190M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.15M
3
+$3.12M
4
NVDA icon
NVIDIA
NVDA
+$2.08M
5
LOW icon
Lowe's Companies
LOW
+$1.17M

Top Sells

1
+$4.03M
2
+$3.87M
3
+$1.88M
4
SH icon
ProShares Short S&P500
SH
+$1.58M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.31M

Sector Composition

1 Technology 28.03%
2 Financials 16.7%
3 Healthcare 16.02%
4 Consumer Discretionary 15.6%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-29,006
1 2 3
4