OFS

Orrstown Financial Services Portfolio holdings

AUM $600M
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.3M
AUM Growth
-$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$70K
2 +$31.7K
3 +$25.9K
4
XYZ
Block Inc
XYZ
+$19.3K
5
USB icon
US Bancorp
USB
+$17.9K

Top Sells

1 +$430K
2 +$362K
3 +$357K
4
AAPL icon
Apple
AAPL
+$288K
5
ED icon
Consolidated Edison
ED
+$269K

Sector Composition

1 Technology 18.26%
2 Financials 17.68%
3 Healthcare 10.72%
4 Industrials 10.61%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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