OFS
Orrstown Financial Services Portfolio holdings
AUM
$475M
1-Year Return
13.73%
This Quarter Return
+10.17%
1 Year Return
+13.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$96M
AUM Growth
+$7.88M
(+8.9%)
Cap. Flow
-$425K
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
26.77%
Holding
217
New
9
Increased
30
Reduced
56
Closed
12
Top Buys
| 1 |
Zimmer Biomet
ZBH
|
$1.19M |
| 2 |
Walt Disney
DIS
|
$903K |
| 3 |
DuPont de Nemours
DD
|
$634K |
| 4 |
Medtronic
MDT
|
$271K |
| 5 |
Orrstown Financial Services
ORRF
|
$176K |
Top Sells
| 1 |
Abbott
ABT
|
$1.2M |
| 2 |
Yum! Brands
YUM
|
$908K |
| 3 |
BWLD
Buffalo Wild Wings, Inc.
BWLD
|
$485K |
| 4 |
Vale
VALE
|
$444K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$129K |
Sector Composition
| 1 | Financials | 19.13% |
| 2 | Technology | 10.57% |
| 3 | Industrials | 10.5% |
| 4 | Consumer Staples | 9.51% |
| 5 | Energy | 7.4% |
