OPTFSNA

Old Point Trust & Financial Services N A Portfolio holdings

AUM $321M
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
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
+$1.6M
2
+$508K
3
+$457K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$216K
5
NVDA icon
NVIDIA
NVDA
+$209K

Top Sells

1
+$530K
2
+$484K
3
+$352K
4
MPC icon
Marathon Petroleum
MPC
+$339K
5
XOM icon
Exxon Mobil
XOM
+$173K

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
251
$1.86K ﹤0.01%
+140
252
$1.6K ﹤0.01%
+40
253
$1.31K ﹤0.01%
+50
254
$944 ﹤0.01%
+32
255
$877 ﹤0.01%
+8
256
$439 ﹤0.01%
+10
257
$54 ﹤0.01%
+4
258
$0 ﹤0.01%
+1,101
259
$0 ﹤0.01%
+20
7 8 9 10
11