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
$69.5M
AUM Growth
-$452K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$627K
3
+$614K
4
AAPL icon
Apple
AAPL
+$588K
5
AMZN icon
Amazon
AMZN
+$564K

Top Sells

1
+$899K
2
+$668K
3
+$514K
4
VLO icon
Valero Energy
VLO
+$487K
5
FANG icon
Diamondback Energy
FANG
+$426K

Sector Composition

1 Technology 16.07%
2 Financials 12.98%
3 Healthcare 9.53%
4 Consumer Discretionary 6.8%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-7,030
84
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85
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86
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87
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88
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-5,284
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