OPTFSNA

Old Point Trust & Financial Services N A Portfolio holdings

AUM $311M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.83M
3
+$2.61M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.2M

Top Sells

1
+$3.01M
2
+$817K
3
+$722K
4
PG icon
Procter & Gamble
PG
+$549K
5
MSFT icon
Microsoft
MSFT
+$500K

Sector Composition

1 Technology 22.96%
2 Energy 12.39%
3 Financials 11.74%
4 Consumer Staples 10.67%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
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