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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
$597M
AUM Growth
-$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$5.25M
3
+$2.52M
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$2.14M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.85M

Top Sells

1
+$52M
2
+$1.45M
3
+$1.11M
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$748K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$582K

Sector Composition

1 Technology 5.35%
2 Financials 2.51%
3 Industrials 2.27%
4 Communication Services 1.76%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
51
Oracle
ORCL
$530B
$1.17M 0.2%
7,952
+732
AXP icon
52
American Express
AXP
$222B
$1.17M 0.2%
3,859
-115
NFLX icon
53
Netflix
NFLX
$338B
$1.13M 0.19%
11,794
+26
ETN icon
54
Eaton
ETN
$152B
$1.13M 0.19%
3,147
-378
XLB icon
55
State Street Materials Select Sector SPDR ETF
XLB
$7.97B
$1.11M 0.19%
22,124
-988
UNH icon
56
UnitedHealth
UNH
$371B
$1.08M 0.18%
3,996
-274
CRM icon
57
Salesforce
CRM
$136B
$1.07M 0.18%
5,727
-153
TMUS icon
58
T-Mobile US
TMUS
$205B
$1.04M 0.17%
4,935
+170
PG icon
59
Procter & Gamble
PG
$348B
$1.03M 0.17%
7,105
+163
AMGN icon
60
Amgen
AMGN
$192B
$987K 0.17%
2,804
-131
MCD icon
61
McDonald's
MCD
$202B
$972K 0.16%
3,128
+2
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$126B
$936K 0.16%
8,780
-96
CAT icon
63
Caterpillar
CAT
$419B
$930K 0.16%
1,312
-28
ISRG icon
64
Intuitive Surgical
ISRG
$146B
$867K 0.15%
1,881
-218
PEP icon
65
PepsiCo
PEP
$197B
$849K 0.14%
5,467
-824
TSLA icon
66
Tesla
TSLA
$1.53T
$847K 0.14%
2,279
-62
HON icon
67
Honeywell
HON
$140B
$833K 0.14%
3,686
-456
ABT icon
68
Abbott
ABT
$154B
$833K 0.14%
8,113
+395
CSCO icon
69
Cisco
CSCO
$477B
$794K 0.13%
10,233
TMO icon
70
Thermo Fisher Scientific
TMO
$174B
$794K 0.13%
1,615
-65
SPGI icon
71
S&P Global
SPGI
$124B
$792K 0.13%
1,862
-132
DIA icon
72
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.4B
$791K 0.13%
1,708
GS icon
73
Goldman Sachs
GS
$314B
$776K 0.13%
917
-6
XLRE icon
74
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.1B
$775K 0.13%
18,977
-59
VCSH icon
75
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$753K 0.13%
9,499
+829
1 2
3
4 5