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
$74.6M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$918K
2 +$448K
3 +$68.6K
4
CDNS icon
Cadence Design Systems
CDNS
+$58.5K
5
FISV
Fiserv Inc
FISV
+$55.4K

Top Sells

1 +$93.9K
2 +$79.9K
3 +$77.1K
4
DOW icon
Dow Inc
DOW
+$67.8K
5
AAPL icon
Apple
AAPL
+$57.8K

Sector Composition

1 Financials 18.13%
2 Technology 16.02%
3 Healthcare 10.59%
4 Industrials 10.14%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
38
227
-36
228
$0 ﹤0.01%
5
229
$0 ﹤0.01%
400