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
$68.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.12M
3
+$2.03M
4
XOM icon
Exxon Mobil
XOM
+$2.02M
5
CVX icon
Chevron
CVX
+$1.83M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.49%
2 Consumer Staples 13.74%
3 Industrials 10.84%
4 Energy 9.87%
5 Technology 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K 0.01%
+300
152
$9K 0.01%
+124
153
$9K 0.01%
+400
154
$9K 0.01%
+200
155
$9K 0.01%
+1,250
156
$8K 0.01%
+400
157
$8K 0.01%
+400
158
$8K 0.01%
+173
159
$8K 0.01%
+135
160
$7K 0.01%
+500
161
$7K 0.01%
+175
162
$6K 0.01%
+161
163
$6K 0.01%
+200
164
$6K 0.01%
+100
165
$6K 0.01%
+100
166
$6K 0.01%
+240
167
$6K 0.01%
+500
168
$6K 0.01%
+118
169
$4K 0.01%
+102
170
$4K 0.01%
+142
171
$4K 0.01%
+100
172
$4K 0.01%
+100
173
$3K ﹤0.01%
+140
174
$3K ﹤0.01%
+100
175
$3K ﹤0.01%
+1,726
4 5 6
7
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