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
176
$18.5K 0.01%
+1,000
177
$17.7K 0.01%
+1,414
178
$17.2K 0.01%
+239
179
$17.2K 0.01%
+484
180
$15.9K 0.01%
+600
181
$15.3K 0.01%
+200
182
$15.2K 0.01%
+213
183
$15K 0.01%
+134
184
$15K 0.01%
+6
185
$14.7K 0.01%
+170
186
$14.7K 0.01%
+167
187
$14.7K 0.01%
+32
188
$14.5K 0.01%
+20
189
$14.1K 0.01%
+403
190
$13.9K 0.01%
+154
191
$13.8K 0.01%
+35
192
$13.3K 0.01%
+14,231
193
$13.2K 0.01%
+33
194
$12.9K 0.01%
+200
195
$12.8K 0.01%
+300
196
$11.7K ﹤0.01%
+239
197
$11.5K ﹤0.01%
+100
198
$11.4K ﹤0.01%
+79
199
$10.3K ﹤0.01%
+333
200
$10.2K ﹤0.01%
+263
6 7
8
9 10