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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
$73.2M
AUM Growth
+$1.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1 +$767K
2 +$721K
3 +$703K
4
VAR
Varian Medical Systems, Inc.
VAR
+$698K
5
PPLI
People Inc
PPLI
+$663K

Top Sells

1 +$1M
2 +$880K
3 +$806K
4
GS icon
Goldman Sachs
GS
+$722K
5
LH icon
Labcorp
LH
+$708K

Sector Composition

1 Financials 17.19%
2 Technology 16.15%
3 Healthcare 10.78%
4 Industrials 10.55%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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230
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231
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$0 ﹤0.01%
+5
234
$0 ﹤0.01%
400
235
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236
-180
237
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238
-2,500
239
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240
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