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
$178M
AUM Growth
+$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$3.07M
2 +$1.36M
3 +$265K
4
RTN
Raytheon Company
RTN
+$251K
5
DXC icon
DXC Technology
DXC
+$216K

Sector Composition

1 Technology 14.78%
2 Consumer Staples 14.39%
3 Healthcare 14.04%
4 Industrials 13.74%
5 Energy 13.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-56,366
77
-16,825