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
$736M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$1.48M
3 +$937K
4
KLAC icon
KLA
KLAC
+$669K
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$513K

Top Sells

1 +$3.31M
2 +$2.21M
3 +$2.09M
4
LW icon
Lamb Weston
LW
+$447K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$297K

Sector Composition

1 Technology 22.89%
2 Financials 14.33%
3 Consumer Discretionary 9.97%
4 Industrials 7.18%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$47.9K 0.01%
175
202
$46.8K 0.01%
328
203
$45.1K 0.01%
495
204
$45K 0.01%
1,551
+133
205
$44.2K 0.01%
190
206
$43.1K 0.01%
1,794
+91
207
$42.2K 0.01%
178
208
$41.6K 0.01%
2,800
209
$41.6K 0.01%
500
210
$40.8K 0.01%
145
211
$39.6K 0.01%
2,427
+214
212
$39.2K 0.01%
150
213
$38.5K 0.01%
400
214
$36.2K ﹤0.01%
559
-6,912
215
$35.1K ﹤0.01%
1,803
216
$33.8K ﹤0.01%
1,600
+116
217
$33.3K ﹤0.01%
137
218
$33K ﹤0.01%
500
219
$33K ﹤0.01%
249
220
$31.9K ﹤0.01%
111
221
$31.6K ﹤0.01%
251
222
$30.7K ﹤0.01%
+153
223
$27.3K ﹤0.01%
200
224
$26.1K ﹤0.01%
9,767
225
$25.9K ﹤0.01%
683