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
201
$10.2K ﹤0.01%
+119
202
$10.1K ﹤0.01%
+132
203
$9.9K ﹤0.01%
+300
204
$9.85K ﹤0.01%
+182
205
$9.81K ﹤0.01%
+1,165
206
$9.52K ﹤0.01%
+70
207
$8.53K ﹤0.01%
+143
208
$8.48K ﹤0.01%
+100
209
$8.43K ﹤0.01%
+250
210
$8.38K ﹤0.01%
+500
211
$8.21K ﹤0.01%
+123
212
$8.07K ﹤0.01%
+80
213
$7.22K ﹤0.01%
+18
214
$7.16K ﹤0.01%
+100
215
$7.05K ﹤0.01%
+150
216
$6.93K ﹤0.01%
+1,500
217
$6.77K ﹤0.01%
+400
218
$6.58K ﹤0.01%
+116
219
$6.22K ﹤0.01%
+110
220
$5.77K ﹤0.01%
+85
221
$5.63K ﹤0.01%
+217
222
$5.53K ﹤0.01%
+76
223
$5.51K ﹤0.01%
+96
224
$5.39K ﹤0.01%
+100
225
$5.25K ﹤0.01%
+77
7 8
9
10 11