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
$160M
AUM Growth
+$6.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$311K
3 +$183K
4
L icon
Loews
L
+$165K
5
SYY icon
Sysco
SYY
+$116K

Top Sells

1 +$289K
2 +$286K
3 +$157K
4
PFE icon
Pfizer
PFE
+$99.6K
5
HPQ icon
HP
HPQ
+$90.6K

Sector Composition

1 Energy 15.7%
2 Consumer Staples 13.88%
3 Healthcare 13.36%
4 Industrials 11.85%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$61K 0.04%
1,333
77
-10,000
78
-14,448