FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings
AUM
$320M
1-Year Return
15.17%
This Quarter Return
+12.67%
1 Year Return
+15.17%
3 Year Return
+61.01%
5 Year Return
+118.1%
10 Year Return
–
AUM
$146M
AUM Growth
+$16.7M
(+13%)
Cap. Flow
+$1.88M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
25.65%
Holding
369
New
39
Increased
90
Reduced
34
Closed
9
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
+$310K |
| 2 |
Franklin Financial Services
FRAF
|
+$138K |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$112K |
| 4 |
SPDR S&P Dividend ETF
SDY
|
+$91.9K |
| 5 |
Lockheed Martin
LMT
|
+$89.4K |
Top Sells
| 1 |
Nuveen Taxable Municipal Income Fund
NBB
|
+$239K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$132K |
| 3 |
PPL Corp
PPL
|
+$120K |
| 4 |
Medical Properties Trust
MPW
|
+$90.7K |
| 5 |
AT&T
T
|
+$76.5K |
Sector Composition
| 1 | Healthcare | 12.11% |
| 2 | Technology | 11.81% |
| 3 | Consumer Staples | 11.64% |
| 4 | Financials | 10.62% |
| 5 | Industrials | 7.95% |
