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
$319M
AUM Growth
+$251K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1 +$468K
2 +$463K
3 +$237K
4
BABA icon
Alibaba
BABA
+$126K
5
CVS icon
CVS Health
CVS
+$70.6K

Top Sells

1 +$459K
2 +$235K
3 +$201K
4
VZ icon
Verizon
VZ
+$196K
5
XOM icon
Exxon Mobil
XOM
+$190K

Sector Composition

1 Technology 17.37%
2 Healthcare 12.39%
3 Financials 10.21%
4 Consumer Discretionary 7.75%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
300
327
$9K ﹤0.01%
1,241
328
$9K ﹤0.01%
789
329
$9K ﹤0.01%
84
330
$9K ﹤0.01%
700
331
$8K ﹤0.01%
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$8K ﹤0.01%
200
333
$7K ﹤0.01%
55
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$7K ﹤0.01%
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$7K ﹤0.01%
99
336
$7K ﹤0.01%
690
337
$7K ﹤0.01%
758
338
$6K ﹤0.01%
70
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$6K ﹤0.01%
200
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$6K ﹤0.01%
500
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$6K ﹤0.01%
1,490
343
$5K ﹤0.01%
75
344
$4K ﹤0.01%
177
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$4K ﹤0.01%
853
346
$4K ﹤0.01%
100
347
$4K ﹤0.01%
109
-74
348
$4K ﹤0.01%
300
349
$4K ﹤0.01%
200
350
$4K ﹤0.01%
150