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
$166M
AUM Growth
-$881K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$659K
2 +$538K
3 +$357K
4
IBM icon
IBM
IBM
+$240K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$203K

Top Sells

1 +$622K
2 +$279K
3 +$245K
4
NSC icon
Norfolk Southern
NSC
+$219K
5
TROW icon
T. Rowe Price
TROW
+$206K

Sector Composition

1 Consumer Staples 14.54%
2 Healthcare 14.29%
3 Energy 13.26%
4 Industrials 12.23%
5 Technology 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$71K 0.04%
3,000
+500
77
$64K 0.04%
1,333
78
$57K 0.03%
10,000
79
-14,567