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
$137M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.14M
3
+$788K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$414K
5
TGT icon
Target
TGT
+$283K

Top Sells

1
+$1.17M
2
+$869K
3
+$790K
4
NEE icon
NextEra Energy
NEE
+$711K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$544K

Sector Composition

1 Technology 12.93%
2 Healthcare 12.67%
3 Consumer Staples 11.33%
4 Financials 10.13%
5 Industrials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.35%
12,082
+50
27
$1.79M 1.3%
3,741
-685
28
$1.78M 1.29%
17,007
-387
29
$1.77M 1.29%
22,907
-9,177
30
$1.77M 1.29%
23,523
+3,148
31
$1.71M 1.25%
63,042
-638
32
$1.62M 1.18%
25,807
-2,303
33
$1.61M 1.17%
18,791
34
$1.6M 1.17%
17,291
-2,160
35
$1.57M 1.15%
22,541
+1,503
36
$1.53M 1.12%
17,525
+676
37
$1.47M 1.07%
30,150
-180
38
$1.45M 1.06%
11,534
+650
39
$1.43M 1.04%
19,869
+501
40
$1.41M 1.03%
18,369
-1,797
41
$1.4M 1.02%
92,580
+4,890
42
$1.4M 1.02%
10,174
+715
43
$1.34M 0.98%
12,566
-1,509
44
$1.34M 0.97%
10,436
-42
45
$1.27M 0.93%
16,861
+321
46
$1.27M 0.92%
9,982
+114
47
$1.27M 0.92%
8,961
+2,000
48
$1.26M 0.92%
13,421
+836
49
$1.25M 0.91%
11,790
-291
50
$1.15M 0.84%
12,617
+381
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