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
$76.3M
AUM Growth
-$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$72.8K
2 +$32.9K
3 +$25K
4
SJM icon
J.M. Smucker
SJM
+$24.3K
5
TGT icon
Target
TGT
+$18K

Top Sells

1 +$412K
2 +$382K
3 +$352K
4
AAPL icon
Apple
AAPL
+$312K
5
ACN icon
Accenture
ACN
+$271K

Sector Composition

1 Technology 18.26%
2 Financials 17.68%
3 Healthcare 10.72%
4 Industrials 10.61%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$10K 0.01%
287
177
$10K 0.01%
188
-139
178
$9K 0.01%
112
179
$9K 0.01%
110
-45
180
$9K 0.01%
262
181
$9K 0.01%
74
-37
182
$9K 0.01%
370
-700
183
$8K 0.01%
45
184
$8K 0.01%
170
185
$8K 0.01%
100
186
$8K 0.01%
130
187
$8K 0.01%
381
-275
188
$7K 0.01%
118
189
$7K 0.01%
43
190
$7K 0.01%
200
191
$7K 0.01%
98
-40
192
$6K 0.01%
91
193
$6K 0.01%
198
194
$6K 0.01%
200
195
$5K 0.01%
40
196
$5K 0.01%
100
197
$5K 0.01%
173
198
$5K 0.01%
+300
199
$5K 0.01%
226
200
$4K 0.01%
104