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
$63.2M
AUM Growth
-$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$646K
2 +$605K
3 +$477K
4
DAR icon
Darling Ingredients
DAR
+$332K
5
LMT icon
Lockheed Martin
LMT
+$317K

Top Sells

1 +$567K
2 +$469K
3 +$438K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$413K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$347K

Sector Composition

1 Technology 21.09%
2 Financials 16.14%
3 Healthcare 11.26%
4 Industrials 8.5%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$212K 0.34%
1,055
77
$207K 0.33%
1,414
-2,991
78
$206K 0.33%
+1,379
79
-9,731
80
-2,689
81
-4,303
82
-931
83
-7,539
84
-2,125