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
$275M
AUM Growth
+$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$388K
3 +$322K
4
CVX icon
Chevron
CVX
+$315K
5
VMC icon
Vulcan Materials
VMC
+$303K

Top Sells

1 +$2.26M
2 +$2.01M
3 +$175K
4
COP icon
ConocoPhillips
COP
+$166K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$156K

Sector Composition

1 Healthcare 15.99%
2 Technology 11.21%
3 Consumer Staples 10.78%
4 Financials 10.02%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$0 ﹤0.01%
6
477
-3,749
478
-83
479
$0 ﹤0.01%
375