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
$61M
AUM Growth
-$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$581K
3
+$244K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$224K
5
AAPL icon
Apple
AAPL
+$69K

Top Sells

1
+$611K
2
+$381K
3
+$271K
4
NKE icon
Nike
NKE
+$264K
5
BA icon
Boeing
BA
+$250K

Sector Composition

1 Technology 23.67%
2 Financials 15.43%
3 Healthcare 12.06%
4 Communication Services 9.1%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,195
77
– –
-4,521
78
– –
-2,561
1 2 3
4