FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings

AUM $354M
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$1.14M
3 +$788K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$414K
5
TGT icon
Target
TGT
+$283K

Top Sells

1 +$1.17M
2 +$869K
3 +$790K
4
NEE icon
NextEra Energy
NEE
+$711K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$544K

Sector Composition

1 Technology 12.93%
2 Healthcare 12.67%
3 Consumer Staples 11.33%
4 Financials 10.13%
5 Industrials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$21K 0.02%
+314
227
$20K 0.01%
+217
228
$20K 0.01%
+560
229
$19K 0.01%
200
230
$19K 0.01%
350
231
$19K 0.01%
750
232
$18K 0.01%
+1,012
233
$17K 0.01%
150
234
$17K 0.01%
260
235
$17K 0.01%
75
236
$17K 0.01%
165
237
$16K 0.01%
43
238
$16K 0.01%
+136
239
$16K 0.01%
+243
240
$16K 0.01%
475
241
$16K 0.01%
900
242
$16K 0.01%
1,199
243
$16K 0.01%
5,250
244
$16K 0.01%
125
245
$15K 0.01%
400
246
$15K 0.01%
+533
247
$15K 0.01%
200
-1,250
248
$14K 0.01%
+115
249
$14K 0.01%
150
250
$14K 0.01%
725
+570