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
$91.4M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$889K
3
+$741K
4
OXY icon
Occidental Petroleum
OXY
+$692K
5
SHSP
SharpSpring, Inc.
SHSP
+$121K

Top Sells

1
+$1.36M
2
+$1.02M
3
+$806K
4
GE icon
GE Aerospace
GE
+$805K
5
SLB icon
SLB Ltd
SLB
+$705K

Sector Composition

1 Financials 17.95%
2 Technology 14.18%
3 Industrials 10.7%
4 Healthcare 10.58%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$108K 0.12%
709
+104
102
$106K 0.12%
987
103
$104K 0.11%
1,497
104
$103K 0.11%
1,890
+159
105
$101K 0.11%
535
106
$98K 0.11%
1,100
107
$98K 0.11%
2,050
108
$97K 0.11%
760
109
$97K 0.11%
1,445
+1
110
$95K 0.1%
1,019
+109
111
$95K 0.1%
924
+109
112
$94K 0.1%
1,361
+90
113
$93K 0.1%
1,280
+175
114
$87K 0.1%
1,042
+309
115
$87K 0.1%
400
116
$81K 0.09%
410
117
$81K 0.09%
502
118
$78K 0.09%
717
119
$77K 0.08%
2,208
120
$74K 0.08%
623
-115
121
$73K 0.08%
517
+17
122
$72K 0.08%
1,042
+122
123
$67K 0.07%
1,034
+56
124
$66K 0.07%
1,000
125
$66K 0.07%
800
3 4
5
6 7