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
$432M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$532K
2 +$298K
3 +$50K
4
BCIC
BCP Investment Corp
BCIC
+$1K

Top Sells

1 +$12.8M
2 +$4.02M
3 +$2.34M
4
DGX icon
Quest Diagnostics
DGX
+$1.6M
5
XYZ
Block Inc
XYZ
+$802K

Sector Composition

1 Technology 23.38%
2 Healthcare 11.76%
3 Financials 11.21%
4 Consumer Discretionary 8.48%
5 Communication Services 7.3%