StockDriftsStockDriftsTop 50 Orrstown Financial Services Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 Index Fund | 25.05% | 229.1K | $149.7M | +49.29%(+75.65K) | $570.04(+27.53%) | 2026-03-31 | |
| VCRB | Vanguard Core Bond | 11.45% | 883.7K | $68.4M | +8.24%(+67.26K) | $77.96(-1.21%) | 2026-03-31 | |
| JAVA | JPMorgan Active Value | 10.19% | 848.8K | $60.9M | +4.17%(+33.96K) | $64.73(+17.49%) | 2026-03-31 | |
| FENI | Fidelity Enhanced International | 9.44% | 1.52M | $56.4M | +3.82%(+55.73K) | $29.98(+30.53%) | 2026-03-31 | |
| AVUV | Avantis U.S. Small Cap Value | 6.06% | 327.5K | $36.2M | -3.87%(-13.17K) | $92.15(+30.40%) | 2026-03-31 | |
| JEPI | JPMorgan Equity Premium Income | 4.11% | 433.0K | $24.5M | +5.02%(+20.71K) | $57.66(-2.01%) | 2026-03-31 | |
| GSC | Goldman Sachs Small Cap Equity | 4.02% | 439.1K | $24.0M | -0.15%(-658) | $51.24(+19.45%) | 2026-03-31 | |
| JGRO | JPMorgan Active Growth | 3.32% | 235.0K | $19.9M | +9.01%(+19.42K) | $69.39(+36.37%) | 2026-03-31 | |
| HELO | JPMorgan Hedged Equity Laddered Overlay | 1.58% | 147.3K | $9.4M | +23.39%(+27.92K) | $57.89(+16.69%) | 2026-03-31 | |
| BIV | Vanguard Intermediate Term Bond ETF | 1.13% | 87.8K | $6.8M | +9.98%(+7.96K) | $76.31(+0.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.15% | +33.63% |
| Top 20 Holdings Unweighted | +12.87% | +43.81% |
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