OFS

Orrstown Financial Services Portfolio holdings

AUM $600M
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
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
+$559K
2
+$515K
3
+$213K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$211K
5
AAPL icon
Apple
AAPL
+$58.6K

Top Sells

1
+$594K
2
+$381K
3
+$264K
4
BA icon
Boeing
BA
+$250K
5
HD icon
Home Depot
HD
+$248K

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