OFS

Orrstown Financial Services Portfolio holdings

AUM $584M
1-Year Est. Return 14.52%
This Quarter Est. Return
1 Year Est. Return
+14.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.6M
AUM Growth
+$171K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$902K
3
+$354K
4
UNP icon
Union Pacific
UNP
+$263K
5
CMI icon
Cummins
CMI
+$261K

Top Sells

1
+$1.84M
2
+$824K
3
+$727K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$518K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$463K

Sector Composition

1 Financials 21.52%
2 Technology 12.69%
3 Healthcare 10.71%
4 Industrials 10.64%
5 Consumer Staples 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
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