OFS
Orrstown Financial Services Portfolio holdings
AUM
$475M
1-Year Return
13.73%
This Quarter Return
+4.03%
1 Year Return
+13.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$94.3M
AUM Growth
+$724K
(+0.77%)
Cap. Flow
-$2.59M
Cap. Flow
% of AUM
-2.75%
Top 10 Holdings %
Top 10 Hldgs %
27.5%
Holding
211
New
10
Increased
29
Reduced
58
Closed
12
Top Buys
| 1 |
Skyworks Solutions
SWKS
|
$585K |
| 2 |
Medtronic
MDT
|
$164K |
| 3 |
JPMorgan Chase
JPM
|
$136K |
| 4 |
Qualcomm
QCOM
|
$105K |
| 5 |
Johnson & Johnson
JNJ
|
$103K |
Top Sells
| 1 |
Intel
INTC
|
$605K |
| 2 |
Middleby
MIDD
|
$504K |
| 3 |
Vodafone
VOD
|
$486K |
| 4 |
SUSQ
SUSQUEHANNA BANCSHARES INC
SUSQ
|
$438K |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$285K |
Sector Composition
| 1 | Financials | 19.88% |
| 2 | Technology | 12.25% |
| 3 | Industrials | 11.51% |
| 4 | Consumer Staples | 8.93% |
| 5 | Energy | 7.7% |
