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
$150M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$270K
2
+$222K
3
+$219K
4
PEP icon
PepsiCo
PEP
+$178K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$173K

Top Sells

1
+$732K
2
+$674K
3
+$488K
4
PFE icon
Pfizer
PFE
+$318K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$241K

Sector Composition

1 Technology 13.94%
2 Consumer Staples 11.68%
3 Financials 10.29%
4 Healthcare 10.2%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.37%
20,345
+1,320
27
$1.97M 1.31%
30,720
-310
28
$1.96M 1.3%
12,268
-70
29
$1.88M 1.25%
4,080
+225
30
$1.87M 1.25%
13,419
+430
31
$1.86M 1.24%
18,020
+816
32
$1.82M 1.21%
23,560
-30
33
$1.78M 1.19%
10,395
-1,273
34
$1.77M 1.18%
3,827
+255
35
$1.72M 1.14%
11,472
+832
36
$1.71M 1.14%
22,866
+985
37
$1.69M 1.13%
60,832
+1,565
38
$1.66M 1.11%
13,608
+254
39
$1.66M 1.1%
10,975
+802
40
$1.61M 1.07%
18,826
+1,045
41
$1.6M 1.06%
27,547
+1,622
42
$1.55M 1.03%
11,989
+848
43
$1.53M 1.02%
3,727
-538
44
$1.5M 1%
13,716
-6,150
45
$1.49M 0.99%
14,324
+830
46
$1.43M 0.95%
8,649
+139
47
$1.43M 0.95%
35,017
-7,795
48
$1.35M 0.9%
19,517
+1,055
49
$1.31M 0.87%
17,597
+756
50
$1.25M 0.83%
15,693
+508
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