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
$153M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$289K
2 +$255K
3 +$214K
4
ORCL icon
Oracle
ORCL
+$207K
5
GE icon
GE Aerospace
GE
+$191K

Top Sells

1 +$451K
2 +$435K
3 +$433K
4
WBA
Walgreens Boots Alliance
WBA
+$339K
5
FRX
FOREST LABORATORIES INC
FRX
+$257K

Sector Composition

1 Energy 15.94%
2 Consumer Staples 14.59%
3 Industrials 12.2%
4 Healthcare 11.82%
5 Technology 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$54K 0.04%
1,000
77
$51K 0.03%
500
78
-6,000