OPTFSNA
Old Point Trust & Financial Services N A Portfolio holdings
AUM
$311M
1-Year Est. Return
24.19%
This Fund
S&P 500
1 Year Est. Return
+24.19%
AUM
$240M
AUM Growth
+$11.5M
(+5%)
Holding
269
Top Buys
| 1 | +$1.6M | |
| 2 | +$508K | |
| 3 | +$457K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$216K |
| 5 |
NVIDIA
NVDA
|
+$209K |
Top Sells
| 1 | +$530K | |
| 2 | +$484K | |
| 3 | +$352K | |
| 4 |
Marathon Petroleum
MPC
|
+$339K |
| 5 |
Exxon Mobil
XOM
|
+$173K |
Sector Composition
| 1 | Technology | 24.33% |
| 2 | Energy | 15.22% |
| 3 | Consumer Staples | 12.83% |
| 4 | Industrials | 12.19% |
| 5 | Financials | 9.47% |