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
$92.6M
AUM Growth
+$171K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$902K
3
+$354K
4
UNP icon
Union Pacific
UNP
+$263K
5
CMI icon
Cummins
CMI
+$261K

Top Sells

1
+$1.84M
2
+$824K
3
+$727K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$518K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$463K

Sector Composition

1 Financials 21.52%
2 Technology 12.69%
3 Healthcare 10.71%
4 Industrials 10.64%
5 Consumer Staples 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K 0.01%
50
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40
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$5K 0.01%
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$5K 0.01%
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$5K 0.01%
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$5K 0.01%
500
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$4K ﹤0.01%
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$4K ﹤0.01%
+62
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$4K ﹤0.01%
128
-358
162
$4K ﹤0.01%
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124
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$4K ﹤0.01%
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166
$4K ﹤0.01%
+108
167
$4K ﹤0.01%
+70
168
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169
$4K ﹤0.01%
+86
170
$4K ﹤0.01%
29
-21
171
$4K ﹤0.01%
+122
172
$4K ﹤0.01%
81
-704
173
$4K ﹤0.01%
+102
174
$4K ﹤0.01%
+127
175
$3K ﹤0.01%
+40
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