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
$173M
AUM Growth
+$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.62M
2 +$607K
3 +$517K
4
ECL icon
Ecolab
ECL
+$369K
5
TFC icon
Truist Financial
TFC
+$300K

Top Sells

1 +$6.32M
2 +$338K
3 +$290K
4
T icon
AT&T
T
+$207K
5
MO icon
Altria Group
MO
+$198K

Sector Composition

1 Consumer Staples 14.81%
2 Healthcare 14.26%
3 Technology 14.14%
4 Energy 14.04%
5 Industrials 13.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,143