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
$154M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1 +$277K
2 +$216K
3 +$124K
4
UPS icon
United Parcel Service
UPS
+$102K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$99.2K

Top Sells

1 +$287K
2 +$231K
3 +$217K
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$201K
5
NEE icon
NextEra Energy
NEE
+$148K

Sector Composition

1 Technology 16.36%
2 Consumer Staples 10.92%
3 Financials 10.18%
4 Healthcare 9.7%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K 0.01%
170
302
$9K 0.01%
3,000
303
$9K 0.01%
+30
304
$9K 0.01%
150
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$9K 0.01%
295
306
$9K 0.01%
165
307
$8K 0.01%
113
308
$8K 0.01%
+134
309
$8K 0.01%
+116
310
$8K 0.01%
87
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$8K 0.01%
500
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$8K 0.01%
5,250
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$8K 0.01%
30
-45
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$7K ﹤0.01%
35
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$7K ﹤0.01%
250
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$7K ﹤0.01%
267
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$7K ﹤0.01%
500
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$7K ﹤0.01%
+115
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$6K ﹤0.01%
76
321
$6K ﹤0.01%
97
322
$6K ﹤0.01%
+776
323
$6K ﹤0.01%
+74
324
$6K ﹤0.01%
+441
325
$6K ﹤0.01%
33