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
$402M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Sells

1 +$563K
2 +$310K
3 +$258K
4
VAR
Varian Medical Systems, Inc.
VAR
+$210K
5
EBAY icon
eBay
EBAY
+$169K

Sector Composition

1 Technology 22.28%
2 Healthcare 12.3%
3 Financials 9.88%
4 Consumer Discretionary 8.06%
5 Communication Services 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
20
427
-2,000
428
-400