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
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1 +$470K
2 +$379K
3 +$237K
4
MSFT icon
Microsoft
MSFT
+$165K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$138K

Top Sells

1 +$1.2M
2 +$590K
3 +$416K
4
WFC icon
Wells Fargo
WFC
+$388K
5
HD icon
Home Depot
HD
+$364K

Sector Composition

1 Technology 15.18%
2 Healthcare 13.23%
3 Financials 9.89%
4 Industrials 7.76%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7K ﹤0.01%
55
-75
352
$7K ﹤0.01%
47
-395
353
$7K ﹤0.01%
99
354
$7K ﹤0.01%
210
355
$7K ﹤0.01%
690
356
$6K ﹤0.01%
55
357
$6K ﹤0.01%
265
358
$6K ﹤0.01%
105
359
$6K ﹤0.01%
500
360
$5K ﹤0.01%
853
361
$5K ﹤0.01%
161
362
$5K ﹤0.01%
150
363
$5K ﹤0.01%
162
364
$4K ﹤0.01%
300
365
$4K ﹤0.01%
200
366
$4K ﹤0.01%
220
367
$3K ﹤0.01%
75
368
$3K ﹤0.01%
287
369
$2K ﹤0.01%
110
370
$2K ﹤0.01%
50
371
$2K ﹤0.01%
75
372
$1K ﹤0.01%
16
373
$1K ﹤0.01%
8
374
$1K ﹤0.01%
8
375
$1K ﹤0.01%
50