SNB

Security National Bank Portfolio holdings

AUM $687M
1-Year Est. Return 28.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$653M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$4.11M
3
+$3.81M
4
WM icon
Waste Management
WM
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.59M

Top Sells

1
+$7.45M
2
+$3.96M
3
+$1.77M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.52M
5
NVDA icon
NVIDIA
NVDA
+$1.35M

Sector Composition

1 Technology 33.08%
2 Financials 20.62%
3 Consumer Discretionary 11.03%
4 Industrials 6.6%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$82.3K 0.01%
4,353
+105
202
$81.1K 0.01%
640
203
$79.6K 0.01%
960
204
$79.2K 0.01%
+2,303
205
$78.2K 0.01%
+976
206
$76.9K 0.01%
2,756
207
$75.1K 0.01%
896
208
$74.4K 0.01%
3,845
209
$73.7K 0.01%
+9,558
210
$73.3K 0.01%
2,811
+38
211
$72.9K 0.01%
7,962
+4,010
212
$72.5K 0.01%
6,044
213
$72.3K 0.01%
645
214
$70.7K 0.01%
+902
215
$70.1K 0.01%
942
+455
216
$67.4K 0.01%
5,057
+3,401
217
$67K 0.01%
358
218
$66.7K 0.01%
2,842
219
$66.3K 0.01%
+4,650
220
$66K 0.01%
1,245
221
$65.8K 0.01%
575
-1
222
$65.7K 0.01%
390
223
$64.3K 0.01%
2,522
224
$63.6K 0.01%
+5,091
225
$63.1K 0.01%
179
7 8
9
10 11