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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
MU icon
76
Micron Technology
MU
$1.11T
$740K 0.12%
2,189
-539
BKNG icon
77
Booking.com
BKNG
$128B
$737K 0.12%
4,375
+25
ACN icon
78
Accenture
ACN
$105B
$736K 0.12%
3,714
+277
TRV icon
79
Travelers Companies
TRV
$64.7B
$733K 0.12%
2,512
-99
NOW icon
80
ServiceNow
NOW
$105B
$688K 0.12%
6,579
+843
EEM icon
81
iShares MSCI Emerging Markets ETF
EEM
$30.1B
$681K 0.11%
12,000
C icon
82
Citigroup
C
$238B
$594K 0.1%
5,234
-88
MRK icon
83
Merck
MRK
$294B
$590K 0.1%
4,904
-287
FLV icon
84
American Century Focused Large Cap Value ETF
FLV
$359M
$569K 0.1%
7,425
ABBV icon
85
AbbVie
ABBV
$402B
$562K 0.09%
2,586
-60
DIS icon
86
Walt Disney
DIS
$174B
$562K 0.09%
5,833
-371
SPY icon
87
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$556K 0.09%
855
-84
UBER icon
88
Uber
UBER
$140B
$553K 0.09%
7,682
-19
PGR icon
89
Progressive
PGR
$119B
$534K 0.09%
2,694
+32
XLE icon
90
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$530K 0.09%
8,656
-296
CRWD icon
91
CrowdStrike
CRWD
$174B
$515K 0.09%
1,318
-40
PANW icon
92
Palo Alto Networks
PANW
$228B
$506K 0.08%
3,159
+282
QCOM icon
93
Qualcomm
QCOM
$223B
$478K 0.08%
3,714
-468
BLK icon
94
Blackrock
BLK
$160B
$477K 0.08%
496
-28
BSX icon
95
Boston Scientific
BSX
$69.7B
$456K 0.08%
7,261
+404
BAC icon
96
Bank of America
BAC
$398B
$453K 0.08%
9,297
-962
INTU icon
97
Intuit
INTU
$75.7B
$436K 0.07%
1,008
-81
GOOG icon
98
Alphabet (Google) Class C
GOOG
$4.37T
$435K 0.07%
1,516
-574
DFUS icon
99
Dimensional US Equity ETF
DFUS
$20.3B
$417K 0.07%
5,881
APH icon
100
Amphenol
APH
$189B
$416K 0.07%
3,296
+35
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