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OFS

Orrstown Financial Services Portfolio holdings

AUM $597M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.5M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.35M
3
+$926K
4
WSM icon
Williams-Sonoma
WSM
+$876K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$801K

Top Sells

1
+$1.26M
2
+$1.01M
3
+$971K
4
KMI icon
Kinder Morgan
KMI
+$583K
5
PII icon
Polaris
PII
+$185K

Sector Composition

1 Financials 21.72%
2 Technology 11.79%
3 Industrials 10.27%
4 Healthcare 9.69%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
20
227
$0 ﹤0.01%
100
228
$0 ﹤0.01%
400
229
$0 ﹤0.01%
60
230
$0 ﹤0.01%
4
231
– –
-831
232
– –
-18,780
233
– –
-34
234
– –
-800
235
– –
-210
6 7 8 9
10