SNB

Security National Bank Portfolio holdings

AUM $578M
1-Year Est. Return 17.2%
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$6.2M
2 +$4.56M
3 +$1.85M
4
AMZN icon
Amazon
AMZN
+$972K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$823K

Top Sells

1 +$2.82M
2 +$2.79M
3 +$2.63M
4
NVDA icon
NVIDIA
NVDA
+$692K
5
CL icon
Colgate-Palmolive
CL
+$460K

Sector Composition

1 Technology 32.4%
2 Financials 16.25%
3 Consumer Discretionary 14.66%
4 Healthcare 14.21%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$145K 0.04%
+12,500
102
-950
103
-17,749
104
-5,651
105
-41,893