OPTFSNA

Old Point Trust & Financial Services N A Portfolio holdings

AUM $310M
1-Year Est. Return 21.65%
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$492K
3
+$448K
4
NVDA icon
NVIDIA
NVDA
+$267K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$225K

Top Sells

1
+$539K
2
+$517K
3
+$383K
4
MPC icon
Marathon Petroleum
MPC
+$340K
5
XOM icon
Exxon Mobil
XOM
+$170K

Sector Composition

1 Technology 24.33%
2 Energy 15.22%
3 Consumer Staples 12.83%
4 Industrials 12.19%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.13K ﹤0.01%
+45
227
$4.74K ﹤0.01%
+139
228
$4.65K ﹤0.01%
+34
229
$4.55K ﹤0.01%
+79
230
$4.32K ﹤0.01%
+20
231
$4.32K ﹤0.01%
+100
232
$4.31K ﹤0.01%
+62
233
$4.19K ﹤0.01%
+500
234
$4.17K ﹤0.01%
+50
235
$4.14K ﹤0.01%
+73
236
$3.44K ﹤0.01%
+33
237
$3.38K ﹤0.01%
+50
238
$3.33K ﹤0.01%
+47
239
$3.31K ﹤0.01%
+16
240
$3.3K ﹤0.01%
+17
241
$3.2K ﹤0.01%
+50
242
$2.87K ﹤0.01%
+557
243
$2.82K ﹤0.01%
+50
244
$2.71K ﹤0.01%
+48
245
$2.34K ﹤0.01%
+28
246
$2.2K ﹤0.01%
+6
247
$2.12K ﹤0.01%
+24
248
$1.97K ﹤0.01%
+100
249
$1.94K ﹤0.01%
+31
250
$1.88K ﹤0.01%
+57
7 8 9
10
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