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
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%
+20
259
$0 ﹤0.01%
+1,101