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
101
$114K 0.05%
+932
102
$111K 0.05%
+1,466
103
$108K 0.05%
+385
104
$101K 0.04%
+332
105
$100K 0.04%
+1,000
106
$96.9K 0.04%
+218
107
$95.6K 0.04%
+333
108
$85.2K 0.04%
37,678
-25,678
109
$83.8K 0.03%
+1,608
110
$79.5K 0.03%
+557
111
$74.1K 0.03%
+2,100
112
$72.9K 0.03%
+420
113
$70.1K 0.03%
+1,000
114
$69.5K 0.03%
+1,086
115
$65.8K 0.03%
+943
116
$59.1K 0.02%
+600
117
$58.7K 0.02%
+235
118
$57.6K 0.02%
+262
119
$54.4K 0.02%
+316
120
$53.6K 0.02%
+2,020
121
$49.6K 0.02%
+200
122
$44.8K 0.02%
+1,100
123
$42.8K 0.02%
+804
124
$42.1K 0.02%
+2,013
125
$39.3K 0.02%
+150