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
$97.7M
AUM Growth
+$2.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1 +$764K
2 +$748K
3 +$466K
4
UNH icon
UnitedHealth
UNH
+$343K
5
BAX icon
Baxter International
BAX
+$147K

Top Sells

1 +$818K
2 +$755K
3 +$503K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$464K
5
CVS icon
CVS Health
CVS
+$416K

Sector Composition

1 Financials 23.45%
2 Technology 12.61%
3 Industrials 11.22%
4 Healthcare 9.23%
5 Consumer Staples 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$4K ﹤0.01%
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$4K ﹤0.01%
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225
$4K ﹤0.01%
70