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
$154M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1 +$277K
2 +$216K
3 +$124K
4
UPS icon
United Parcel Service
UPS
+$102K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$99.2K

Top Sells

1 +$287K
2 +$231K
3 +$217K
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$201K
5
NEE icon
NextEra Energy
NEE
+$148K

Sector Composition

1 Technology 16.36%
2 Consumer Staples 10.92%
3 Financials 10.18%
4 Healthcare 9.7%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$29K 0.02%
263
-65
227
$29K 0.02%
+1,000
228
$29K 0.02%
665
+165
229
$27K 0.02%
3,000
230
$27K 0.02%
732
231
$27K 0.02%
128
+101
232
$27K 0.02%
+1,575
233
$26K 0.02%
300
-300
234
$26K 0.02%
444
235
$26K 0.02%
66
236
$25K 0.02%
218
+168
237
$25K 0.02%
348
+97
238
$25K 0.02%
10
-3
239
$25K 0.02%
250
240
$25K 0.02%
175
-35
241
$24K 0.02%
300
242
$24K 0.02%
+1,350
243
$24K 0.02%
125
244
$24K 0.02%
55
245
$24K 0.02%
165
246
$23K 0.01%
300
247
$23K 0.01%
453
248
$22K 0.01%
+45
249
$22K 0.01%
242
250
$21K 0.01%
+1,000