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
$96M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$819K
3
+$578K
4
MDT icon
Medtronic
MDT
+$268K
5
ORRF icon
Orrstown Financial Services
ORRF
+$179K

Top Sells

1
+$1.15M
2
+$851K
3
+$453K
4
VALE icon
Vale
VALE
+$445K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$124K

Sector Composition

1 Financials 18.72%
2 Technology 10.57%
3 Industrials 10.5%
4 Consumer Staples 9.51%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K 0.01%
118
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$7K 0.01%
100
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$7K 0.01%
400
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$6K 0.01%
161
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$6K 0.01%
133
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$6K 0.01%
92
+59
157
$6K 0.01%
240
158
$6K 0.01%
500
159
$6K 0.01%
+104
160
$4K ﹤0.01%
100
161
$4K ﹤0.01%
102
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$4K ﹤0.01%
142
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$4K ﹤0.01%
327
164
$4K ﹤0.01%
100
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$4K ﹤0.01%
100
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$4K ﹤0.01%
100
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$3K ﹤0.01%
140
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$3K ﹤0.01%
100
169
$3K ﹤0.01%
172
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$3K ﹤0.01%
100
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$3K ﹤0.01%
100
172
$3K ﹤0.01%
100
173
$3K ﹤0.01%
59
174
$2K ﹤0.01%
80
175
$2K ﹤0.01%
100
4 5 6
7
8