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
126
$39K 0.02%
+100
127
$38.7K 0.02%
+676
128
$38.4K 0.02%
+1,000
129
$38.1K 0.02%
+100
130
$37.6K 0.02%
+700
131
$37.4K 0.02%
+166
132
$36.4K 0.02%
+138
133
$35.4K 0.01%
+2,000
134
$34.1K 0.01%
+700
135
$34K 0.01%
+2,000
136
$33.5K 0.01%
+366
137
$32.3K 0.01%
+800
138
$32.3K 0.01%
+500
139
$32.2K 0.01%
+2,000
140
$31.6K 0.01%
+217
141
$31.5K 0.01%
+260
142
$31.1K 0.01%
+300
143
$28K 0.01%
+4,000
144
$27.2K 0.01%
+2,280
145
$27K 0.01%
+649
146
$26.3K 0.01%
+38
147
$26.1K 0.01%
+1,086
148
$25.1K 0.01%
+769
149
$25K 0.01%
+1,000
150
$24.7K 0.01%
+851
4 5
6
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