OPTFSNA

Old Point Trust & Financial Services N A Portfolio holdings

AUM $321M
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
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 +$1.71M
2 +$307K
3 +$173K
4
L icon
Loews
L
+$168K
5
SYY icon
Sysco
SYY
+$115K

Top Sells

1 +$289K
2 +$281K
3 +$154K
4
PFE icon
Pfizer
PFE
+$97.4K
5
MDCI
MEDICAL ACTION INDS INC
MDCI
+$86K

Sector Composition

1 Energy 15.7%
2 Consumer Staples 13.88%
3 Healthcare 13.36%
4 Industrials 11.92%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$61K 0.04%
1,333
77
-14,448
78
-10,000