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
$222M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$336K
3
+$303K
4
BLK icon
Blackrock
BLK
+$288K
5
WFC icon
Wells Fargo
WFC
+$258K

Top Sells

1
+$526K
2
+$155K
3
+$134K
4
PEP icon
PepsiCo
PEP
+$127K
5
BHP icon
BHP
BHP
+$123K

Sector Composition

1 Healthcare 14.91%
2 Energy 11.57%
3 Consumer Staples 11.05%
4 Technology 11.04%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
51
477
$3K ﹤0.01%
45
478
$3K ﹤0.01%
60
479
$3K ﹤0.01%
+14
480
$3K ﹤0.01%
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481
$3K ﹤0.01%
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482
$2K ﹤0.01%
+13
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$2K ﹤0.01%
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484
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488
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489
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490
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491
$2K ﹤0.01%
327
-112
492
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10
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495
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496
$2K ﹤0.01%
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497
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100
498
$2K ﹤0.01%
+41
499
$2K ﹤0.01%
+46
500
$2K ﹤0.01%
+13
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