SNT

Security National Trust Portfolio holdings

AUM $432M
1-Year Est. Return 27.86%
This Quarter Est. Return
1 Year Est. Return
+27.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1 +$161K
2 +$152K
3 +$116K
4
CVLT icon
Commault Systems
CVLT
+$99K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$81.7K

Top Sells

1 +$258K
2 +$246K
3 +$177K
4
JNJ icon
Johnson & Johnson
JNJ
+$171K
5
JPM icon
JPMorgan Chase
JPM
+$170K

Sector Composition

1 Technology 13.98%
2 Healthcare 12.59%
3 Financials 10.1%
4 Industrials 7.84%
5 Consumer Discretionary 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$15K 0.01%
750
327
$14K ﹤0.01%
201
328
$14K ﹤0.01%
778
329
$13K ﹤0.01%
125
330
$13K ﹤0.01%
258
+52
331
$13K ﹤0.01%
500
332
$13K ﹤0.01%
1,500
333
$12K ﹤0.01%
240
334
$12K ﹤0.01%
239
335
$12K ﹤0.01%
100
336
$12K ﹤0.01%
+100
337
$12K ﹤0.01%
225
338
$12K ﹤0.01%
1,490
339
$11K ﹤0.01%
135
340
$11K ﹤0.01%
758
341
$11K ﹤0.01%
300
342
$11K ﹤0.01%
1,000
343
$11K ﹤0.01%
220
344
$11K ﹤0.01%
400
345
$11K ﹤0.01%
1,000
346
$11K ﹤0.01%
67
347
$11K ﹤0.01%
616
348
$11K ﹤0.01%
369
349
$10K ﹤0.01%
675
350
$10K ﹤0.01%
34