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

Top Buys

1
+$4.35M
2
+$2.12M
3
+$2.01M
4
V icon
Visa
V
+$1.95M
5
CVX icon
Chevron
CVX
+$1.87M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.93%
2 Consumer Staples 13.78%
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%
+124
152
$9K 0.01%
+400
153
$9K 0.01%
+200
154
$9K 0.01%
+1,250
155
$8K 0.01%
+400
156
$8K 0.01%
+400
157
$8K 0.01%
+173
158
$8K 0.01%
+135
159
$7K 0.01%
+500
160
$7K 0.01%
+175
161
$6K 0.01%
+118
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
$4K 0.01%
+102
169
$4K 0.01%
+142
170
$4K 0.01%
+100
171
$4K 0.01%
+100
172
$3K ﹤0.01%
+140
173
$3K ﹤0.01%
+100
174
$3K ﹤0.01%
+1,726
175
$2K ﹤0.01%
+120
4 5 6
7
8