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
$167M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$299K
2 +$277K
3 +$234K
4
ALB icon
Albemarle
ALB
+$208K
5
BAX icon
Baxter International
BAX
+$173K

Top Sells

1 +$395K
2 +$340K
3 +$113K
4
MSFT icon
Microsoft
MSFT
+$96.9K
5
EMR icon
Emerson Electric
EMR
+$83.4K

Sector Composition

1 Energy 16.98%
2 Consumer Staples 13.61%
3 Healthcare 13.26%
4 Industrials 11.36%
5 Technology 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$64K 0.04%
1,333
77
$60K 0.04%
10,000
78
-3,795