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
$240M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$492K
3 +$448K
4
NVDA icon
NVIDIA
NVDA
+$267K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$225K

Top Sells

1 +$539K
2 +$517K
3 +$383K
4
MPC icon
Marathon Petroleum
MPC
+$340K
5
XOM icon
Exxon Mobil
XOM
+$170K

Sector Composition

1 Technology 24.33%
2 Energy 15.22%
3 Consumer Staples 12.83%
4 Industrials 12.19%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$250K 0.1%
1,285
77
$231K 0.1%
1,024
78
$225K 0.09%
+1,880
79
$220K 0.09%
985
80
$216K 0.09%
2,654
-1,217
81
$215K 0.09%
1,500
82
$204K 0.09%
1,743
83
$202K 0.08%
+2,500
84
$193K 0.08%
+598
85
$192K 0.08%
6,679
-2,805
86
$178K 0.07%
+1,227
87
$168K 0.07%
+1,472
88
$164K 0.07%
+2,128
89
$156K 0.07%
+1,616
90
$156K 0.06%
+1,500
91
$155K 0.06%
+1,569
92
$151K 0.06%
+2,501
93
$144K 0.06%
+631
94
$144K 0.06%
+315
95
$132K 0.06%
1,916
-1,583
96
$130K 0.05%
+241
97
$122K 0.05%
+1,363
98
$120K 0.05%
+694
99
$117K 0.05%
+250
100
$116K 0.05%
+287