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
$207M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$5.88M
3 +$4.99M
4
PG icon
Procter & Gamble
PG
+$4.55M
5
JPM icon
JPMorgan Chase
JPM
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.7%
2 Energy 11.87%
3 Consumer Staples 11.64%
4 Technology 10.88%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$0 ﹤0.01%
+23
502
$0 ﹤0.01%
+1
503
$0 ﹤0.01%
+355
504
$0 ﹤0.01%
+4