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
$112M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1 +$997K
2 +$680K
3 +$483K
4
CVS icon
CVS Health
CVS
+$200K
5
LOW icon
Lowe's Companies
LOW
+$157K

Top Sells

1 +$1.07M
2 +$964K
3 +$374K
4
IYR icon
iShares US Real Estate ETF
IYR
+$308K
5
JPM icon
JPMorgan Chase
JPM
+$291K

Sector Composition

1 Financials 13.92%
2 Healthcare 13.75%
3 Technology 12.45%
4 Consumer Staples 11.01%
5 Industrials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.45M 1.29%
14,785
-1,325
27
$1.36M 1.21%
7,600
-180
28
$1.35M 1.2%
11,374
-875
29
$1.31M 1.16%
24,325
-6,949
30
$1.29M 1.15%
34,415
-2,725
31
$1.26M 1.12%
7,614
-650
32
$1.24M 1.1%
18,073
-1,687
33
$1.24M 1.1%
27,735
-350
34
$1.23M 1.1%
13,925
+700
35
$1.23M 1.09%
37,924
+90
36
$1.22M 1.09%
7,891
-64
37
$1.22M 1.08%
15,270
-495
38
$1.16M 1.03%
14,722
+2,550
39
$1.13M 1.01%
19,412
+1,059
40
$1.11M 0.99%
18,032
+1,635
41
$1.06M 0.94%
8,232
-522
42
$1.05M 0.93%
18,287
+850
43
$1.03M 0.91%
10,450
-850
44
$972K 0.86%
40,461
+615
45
$868K 0.77%
12,937
-485
46
$849K 0.76%
2,215
-100
47
$836K 0.74%
11,710
-450
48
$818K 0.73%
19,273
49
$803K 0.71%
9,600
+1,825
50
$769K 0.68%
18,246
+1,035