OFS
Orrstown Financial Services Portfolio holdings
AUM
$475M
1-Year Return
13.73%
This Quarter Return
+1.5%
1 Year Return
+13.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$74.6M
AUM Growth
+$1.35M
(+1.8%)
Cap. Flow
+$1.34M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
20.66%
Holding
233
New
13
Increased
45
Reduced
59
Closed
5
Top Buys
| 1 |
Orrstown Financial Services
ORRF
|
$918K |
| 2 |
DuPont de Nemours
DD
|
$448K |
| 3 |
Toro Company
TTC
|
$68.6K |
| 4 |
Cadence Design Systems
CDNS
|
$58.5K |
| 5 |
Fiserv
FI
|
$55.4K |
Top Sells
| 1 |
Accenture
ACN
|
$93.9K |
| 2 |
Starbucks
SBUX
|
$79.9K |
| 3 |
Medtronic
MDT
|
$77.1K |
| 4 |
Dow Inc
DOW
|
$67.8K |
| 5 |
Apple
AAPL
|
$57.8K |
Sector Composition
| 1 | Financials | 18.13% |
| 2 | Technology | 16.02% |
| 3 | Healthcare | 10.59% |
| 4 | Industrials | 10.14% |
| 5 | Consumer Discretionary | 8.76% |
