FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings
AUM
$320M
1-Year Return
15.17%
This Quarter Return
-11.72%
1 Year Return
+15.17%
3 Year Return
+61.01%
5 Year Return
+118.1%
10 Year Return
–
AUM
$137M
AUM Growth
-$19.5M
(-12%)
Cap. Flow
+$737K
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
25.86%
Holding
371
New
63
Increased
80
Reduced
49
Closed
10
Top Buys
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$1.15M |
| 2 |
Archer Daniels Midland
ADM
|
$1.14M |
| 3 |
Southern Company
SO
|
$788K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$414K |
| 5 |
Target
TGT
|
$283K |
Top Sells
| 1 |
Medical Properties Trust
MPW
|
$1.17M |
| 2 |
Chevron
CVX
|
$869K |
| 3 |
Meta Platforms (Facebook)
META
|
$790K |
| 4 |
NextEra Energy, Inc.
NEE
|
$711K |
| 5 |
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% |
