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
$84.6M
AUM Growth
-$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1 +$107K
2 +$81.8K
3 +$70K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$65.9K
5
FNB icon
FNB Corp
FNB
+$52K

Top Sells

1 +$304K
2 +$117K
3 +$93.9K
4
V icon
Visa
V
+$88.9K
5
ADBE icon
Adobe
ADBE
+$87.1K

Sector Composition

1 Financials 18.65%
2 Technology 15.93%
3 Industrials 10.52%
4 Healthcare 9.71%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$9K 0.01%
80
+53
227
$9K 0.01%
262
228
$9K 0.01%
287
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$8K 0.01%
106
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$8K 0.01%
71
+31
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$8K 0.01%
216
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$8K 0.01%
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$7K 0.01%
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234
$7K 0.01%
95
+37
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$7K 0.01%
200
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$7K 0.01%
13
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$7K 0.01%
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$7K 0.01%
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240
$7K 0.01%
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$7K 0.01%
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$7K 0.01%
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$7K 0.01%
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+50
244
$6K 0.01%
104
245
$6K 0.01%
170
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$6K 0.01%
100
+55
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$6K 0.01%
500
248
$6K 0.01%
78
249
$5K 0.01%
110
+30
250
$5K 0.01%
110
+45