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
$285M
AUM Growth
-$69.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$715K
3
+$595K
4
PG icon
Procter & Gamble
PG
+$491K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$397K

Top Sells

1
+$2.19M
2
+$671K
3
+$659K
4
D icon
Dominion Energy
D
+$594K
5
AAPL icon
Apple
AAPL
+$342K

Sector Composition

1 Technology 20.3%
2 Energy 13.12%
3 Financials 11.48%
4 Consumer Staples 10.89%
5 Industrials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17.5K 0.01%
900
252
$17.1K 0.01%
46
253
$16.8K 0.01%
250
254
$16.6K 0.01%
182
255
$16.5K 0.01%
1,297
256
$16.2K 0.01%
332
+94
257
$16.1K 0.01%
269
258
$15.7K 0.01%
41
259
$15.5K 0.01%
1,000
260
$15.4K 0.01%
200
261
$15.3K 0.01%
200
262
$15K 0.01%
33
263
$14.6K 0.01%
239
264
$14.5K 0.01%
200
265
$14.2K 0.01%
300
266
$13.9K ﹤0.01%
119
267
$13.8K ﹤0.01%
200
268
$13.3K ﹤0.01%
20
269
$13.2K ﹤0.01%
109
270
$12.7K ﹤0.01%
4,000
271
$12.6K ﹤0.01%
1,000
272
$12.3K ﹤0.01%
100
273
$12.2K ﹤0.01%
100
274
$12.1K ﹤0.01%
110
275
$12K ﹤0.01%
200
9 10
11
12 13