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
$244M
AUM Growth
-$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$336K
2 +$218K
3 +$137K
4
DIS icon
Walt Disney
DIS
+$137K
5
AMGN icon
Amgen
AMGN
+$128K

Top Sells

1 +$1.05M
2 +$504K
3 +$489K
4
T icon
AT&T
T
+$384K
5
INTU icon
Intuit
INTU
+$257K

Sector Composition

1 Technology 23.97%
2 Energy 14.83%
3 Consumer Staples 13.37%
4 Industrials 12.33%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$218K 0.09%
+1,140
77
-2,343
78
-399
79
-4,212
80
-2,647