FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings
AUM $320M
1-Year Return
15.17%
This Quarter Return
-1.16%
1 Year Return
+15.17%
3 Year Return
+61.01%
5 Year Return
+118.1%
10 Year Return
–
AUM
$137M
AUM Growth
-$6.96M
(-4.8%)
Cap. Flow
-$4.94M
Cap. Flow
% of AUM
-3.59%
Top 10 Holdings %
Top 10 Hldgs %
26.33%
Holding
333
New
4
Increased
22
Reduced
88
Closed
17
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
+$2.18M |
| 2 |
Target
TGT
|
+$1.45M |
| 3 |
SPDR Gold Trust
GLD
|
+$339K |
| 4 |
Franklin Financial Services
FRAF
|
+$261K |
| 5 |
Medical Properties Trust
MPW
|
+$233K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
+$2.73M |
| 2 |
Starbucks
SBUX
|
+$1.62M |
| 3 |
Dick's Sporting Goods
DKS
|
+$438K |
| 4 |
Microsoft
MSFT
|
+$390K |
| 5 |
Oracle
ORCL
|
+$270K |
Sector Composition
| 1 | Technology | 14.02% |
| 2 | Financials | 11.45% |
| 3 | Healthcare | 11.22% |
| 4 | Consumer Staples | 10.05% |
| 5 | Industrials | 9.69% |
