We are live on ! Find out more
SNT

Security National Trust Portfolio holdings

AUM $432M
1-Year Est. Return 27.86%
This Fund
S&P 500
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
+$334K
3
+$289K
4
WFC icon
Wells Fargo
WFC
+$267K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$229K

Top Sells

1
+$159K
2
+$134K
3
+$132K
4
BHP icon
BHP
BHP
+$119K
5
GLD icon
SPDR Gold Trust
GLD
+$113K

Sector Composition

1 Healthcare 14.91%
2 Energy 11.57%
3 Consumer Staples 11.05%
4 Technology 11.03%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
60
477
$3K ﹤0.01%
+14
478
$3K ﹤0.01%
+79
479
$3K ﹤0.01%
101
480
$3K ﹤0.01%
+72
481
$3K ﹤0.01%
+46
482
$2K ﹤0.01%
+20
483
$2K ﹤0.01%
+36
484
$2K ﹤0.01%
30
485
$2K ﹤0.01%
+49
486
$2K ﹤0.01%
+23
487
$2K ﹤0.01%
10
488
$2K ﹤0.01%
112
489
$2K ﹤0.01%
56
490
$2K ﹤0.01%
100
491
$2K ﹤0.01%
100
492
$2K ﹤0.01%
+41
493
$2K ﹤0.01%
+46
494
$2K ﹤0.01%
+13
495
$2K ﹤0.01%
+84
496
$2K ﹤0.01%
+57
497
$2K ﹤0.01%
355
498
$2K ﹤0.01%
+88
499
$2K ﹤0.01%
50
500
$2K ﹤0.01%
+41
18 19
20
21 22