OFS
Orrstown Financial Services Portfolio holdings
AUM
$475M
1-Year Return
13.73%
This Quarter Return
+7.1%
1 Year Return
+13.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$76.3M
AUM Growth
-$3.94M
(-4.9%)
Cap. Flow
-$8.92M
Cap. Flow
% of AUM
-11.68%
Top 10 Holdings %
Top 10 Hldgs %
21.86%
Holding
327
New
7
Increased
10
Reduced
112
Closed
107
Top Buys
| 1 |
Exxon Mobil
XOM
|
$72.8K |
| 2 |
Cummins
CMI
|
$32.9K |
| 3 |
XYZ
Block, Inc.
XYZ
|
$25K |
| 4 |
J.M. Smucker
SJM
|
$24.3K |
| 5 |
Target
TGT
|
$18K |
Top Sells
| 1 |
PNC Financial Services
PNC
|
$412K |
| 2 |
Microsoft
MSFT
|
$382K |
| 3 |
Duke Energy
DUK
|
$352K |
| 4 |
Apple
AAPL
|
$312K |
| 5 |
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% |
