FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings
AUM $320M
1-Year Return
15.17%
This Quarter Return
-3.22%
1 Year Return
+15.17%
3 Year Return
+61.01%
5 Year Return
+118.1%
10 Year Return
–
AUM
$110M
AUM Growth
-$10.4M
(-8.6%)
Cap. Flow
-$5.89M
Cap. Flow
% of AUM
-5.33%
Top 10 Holdings %
Top 10 Hldgs %
25.77%
Holding
275
New
3
Increased
17
Reduced
51
Closed
9
Top Buys
| 1 |
Amazon
AMZN
|
+$825K |
| 2 |
Medical Properties Trust
MPW
|
+$702K |
| 3 |
Crown Castle
CCI
|
+$578K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$503K |
| 5 |
PPL Corp
PPL
|
+$206K |
Top Sells
| 1 |
Cencora
COR
|
+$1.39M |
| 2 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$914K |
| 3 |
Intel
INTC
|
+$527K |
| 4 |
Verizon
VZ
|
+$516K |
| 5 |
CME Group
CME
|
+$424K |
Sector Composition
| 1 | Financials | 13.97% |
| 2 | Technology | 13.9% |
| 3 | Healthcare | 12.97% |
| 4 | Consumer Staples | 10.4% |
| 5 | Industrials | 9.82% |
