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
351
-100
352
-43
353
-100