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
$199M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$676K
3 +$467K
4
ORCL icon
Oracle
ORCL
+$441K
5
AAPL icon
Apple
AAPL
+$344K

Top Sells

1 +$481K
2 +$465K
3 +$308K
4
YUM icon
Yum! Brands
YUM
+$280K
5
CAT icon
Caterpillar
CAT
+$254K

Sector Composition

1 Technology 21.37%
2 Energy 16.69%
3 Consumer Staples 13.77%
4 Industrials 11.43%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,420
77
-457
78
-1,191
79
-11,650
80
-1,260
81
-10,496