OFS
Orrstown Financial Services Portfolio holdings
AUM
$597M
1-Year Est. Return
17.54%
This Fund
S&P 500
1 Year Est. Return
+17.54%
AUM
$600M
AUM Growth
+$15.4M
(+2.6%)
Holding
130
Top Buys
| 1 | +$2.44M | |
| 2 | +$1.95M | |
| 3 | +$1.53M | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.43M |
| 5 |
JPMorgan Active Growth ETF
JGRO
|
+$894K |
Top Sells
| 1 | +$1.93M | |
| 2 | +$704K | |
| 3 | +$670K | |
| 4 |
Procter & Gamble
PG
|
+$669K |
| 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
KKR & Co
KKR
$83.8B
| – | – |
-2,447
|
|
||
127
Hershey
HSY
$42.4B
| – | – |
-2,165
|
|
||
128
Dimensional US Core Equity 2 ETF
DFAC
$42B
| – | – |
-5,288
|
|
||
129
Aflac
AFL
$58.2B
| – | – |
-2,000
|
|
||
130
CDW
CDW
$16.3B
| – | – |
-1,360
|
|