FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings
AUM $320M
1-Year Return
15.17%
This Quarter Return
+8.03%
1 Year Return
+15.17%
3 Year Return
+61.01%
5 Year Return
+118.1%
10 Year Return
–
AUM
$320M
AUM Growth
+$37.4M
(+13%)
Cap. Flow
+$18.7M
Cap. Flow
% of AUM
5.84%
Top 10 Holdings %
Top 10 Hldgs %
34.83%
Holding
422
New
17
Increased
62
Reduced
89
Closed
83
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$4.78M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.14M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.02M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.88M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.43M |
Top Sells
| 1 |
Franklin Financial Services
FRAF
|
+$1.13M |
| 2 |
NVIDIA
NVDA
|
+$889K |
| 3 |
Broadcom
AVGO
|
+$786K |
| 4 |
CVS Health
CVS
|
+$486K |
| 5 |
PepsiCo
PEP
|
+$307K |
Sector Composition
| 1 | Technology | 11.02% |
| 2 | Financials | 7.33% |
| 3 | Consumer Staples | 3.87% |
| 4 | Industrials | 3.22% |
| 5 | Healthcare | 3.1% |
