OFS
Orrstown Financial Services Portfolio holdings
AUM
$600M
1-Year Est. Return
16.37%
This Fund
S&P 500
1 Year Est. Return
+16.37%
AUM
$600M
AUM Growth
+$15.4M
(+2.6%)
Holding
130
Top Buys
| 1 | +$2.5M | |
| 2 | +$1.99M | |
| 3 | +$1.54M | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.42M |
| 5 |
JPMorgan Active Growth ETF
JGRO
|
+$885K |
Top Sells
| 1 | +$1.95M | |
| 2 | +$713K | |
| 3 | +$670K | |
| 4 |
Procter & Gamble
PG
|
+$651K |
| 5 |
Stryker
SYK
|
+$509K |
Sector Composition
| 1 | Technology | 6.23% |
| 2 | Financials | 2.94% |
| 3 | Industrials | 2.03% |
| 4 | Communication Services | 1.96% |
| 5 | Healthcare | 1.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Mondelez International
MDLZ
$74.1B
| – | – |
-3,854
|
|
||
127
Norfolk Southern
NSC
$64.8B
| – | – |
-882
|
|
||
|
128
Stryker
SYK
$135B
| – | – |
-1,378
|
|
||
129
Verizon
VZ
$168B
| – | – |
-9,876
|
|
||
130
Waste Management
WM
$89.3B
| – | – |
-3,036
|
|