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
$177M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$420K
2 +$253K
3 +$246K
4
NOC icon
Northrop Grumman
NOC
+$206K
5
WY icon
Weyerhaeuser
WY
+$196K

Top Sells

1 +$1.07M
2 +$355K
3 +$307K
4
CL icon
Colgate-Palmolive
CL
+$301K
5
DXC icon
DXC Technology
DXC
+$264K

Sector Composition

1 Technology 18.19%
2 Consumer Staples 14.28%
3 Industrials 13.35%
4 Energy 13.27%
5 Healthcare 13.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,219
77
-4,000
78
-1,320
79
-2,400