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
$185M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$388K
2 +$387K
3 +$372K
4
HPE icon
Hewlett Packard
HPE
+$327K
5
ITW icon
Illinois Tool Works
ITW
+$222K

Top Sells

1 +$379K
2 +$272K
3 +$267K
4
DXC icon
DXC Technology
DXC
+$185K
5
OPOF
Old Point Financial
OPOF
+$141K

Sector Composition

1 Technology 16.13%
2 Consumer Staples 14.89%
3 Energy 13.8%
4 Healthcare 13.38%
5 Industrials 13.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$204K 0.11%
3,000
77
$55K 0.03%
12,200
-1,100
78
$0 ﹤0.01%
14,940