SNB
Security National Bank Portfolio holdings
AUM
$578M
This Quarter Return
+1.51%
1 Year Return
+17.2%
3 Year Return
+111.76%
5 Year Return
+213.62%
10 Year Return
–
AUM
$437M
AUM Growth
+$437M
(-1%)
Cap. Flow
+$4.72M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
37.94%
Holding
117
New
10
Increased
46
Reduced
24
Closed
11
Top Buys
| 1 |
Deere & Co
DE
|
$3.78M |
| 2 |
BHP
BHP
|
$3.15M |
| 3 |
JPMorgan Chase
JPM
|
$2.8M |
| 4 |
Dow Inc
DOW
|
$1.79M |
| 5 |
Interpublic Group of Companies
IPG
|
$1.02M |
Top Sells
| 1 |
Ross Stores
ROST
|
$7.75M |
| 2 |
Apple
AAPL
|
$2.36M |
| 3 |
Air Products & Chemicals
APD
|
$1.86M |
| 4 |
NVIDIA
NVDA
|
$1.65M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$1.59M |
Sector Composition
| 1 | Technology | 29.71% |
| 2 | Financials | 17.15% |
| 3 | Healthcare | 14% |
| 4 | Consumer Discretionary | 11.44% |
| 5 | Industrials | 8.82% |
