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
$248M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.27M
3
+$707K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$632K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$439K

Top Sells

1
+$2.39M
2
+$1.27M
3
+$343K
4
MSFT icon
Microsoft
MSFT
+$234K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$221K

Sector Composition

1 Technology 12.59%
2 Financials 6.94%
3 Healthcare 6.59%
4 Consumer Staples 6.36%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$27K 0.01%
506
+29
252
$27K 0.01%
539
253
$26K 0.01%
100
254
$26K 0.01%
416
-28
255
$26K 0.01%
174
256
$25K 0.01%
4,221
257
$25K 0.01%
200
-33
258
$25K 0.01%
+596
259
$24K 0.01%
2,935
260
$23K 0.01%
700
261
$23K 0.01%
400
262
$23K 0.01%
453
263
$22K 0.01%
405
264
$21K 0.01%
438
265
$20K 0.01%
210
266
$19K 0.01%
712
267
$18K 0.01%
360
+66
268
$18K 0.01%
783
269
$17K 0.01%
732
270
$17K 0.01%
100
271
$17K 0.01%
475
272
$17K 0.01%
130
273
$17K 0.01%
+2,100
274
$16K 0.01%
150
275
$16K 0.01%
1,288
-366
9 10
11
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