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
$68.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.12M
3
+$2.03M
4
XOM icon
Exxon Mobil
XOM
+$2.02M
5
CVX icon
Chevron
CVX
+$1.83M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.49%
2 Consumer Staples 13.74%
3 Industrials 10.84%
4 Energy 9.87%
5 Technology 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$116K 0.17%
+5,532
77
$103K 0.15%
+1,194
78
$98K 0.14%
+3,000
79
$97K 0.14%
+1,350
80
$97K 0.14%
+1,805
81
$94K 0.14%
+1,050
82
$83K 0.12%
+2,000
83
$79K 0.11%
+6,634
84
$76K 0.11%
+4,650
85
$76K 0.11%
+319
86
$74K 0.11%
+1,271
87
$74K 0.11%
+1,371
88
$70K 0.1%
+1,500
89
$68K 0.1%
+1,944
90
$67K 0.1%
+605
91
$66K 0.1%
+3,360
92
$63K 0.09%
+640
93
$59K 0.09%
+800
94
$58K 0.08%
+1,300
95
$55K 0.08%
+14
96
$52K 0.08%
+2,100
97
$50K 0.07%
+4,404
98
$48K 0.07%
+418
99
$45K 0.07%
+2,208
100
$43K 0.06%
+697
2 3
4
5 6