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
$248M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.27M
3
+$707K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$632K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$439K

Top Sells

1
+$2.39M
2
+$1.27M
3
+$343K
4
MSFT icon
Microsoft
MSFT
+$234K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$221K

Sector Composition

1 Technology 12.59%
2 Financials 6.94%
3 Healthcare 6.59%
4 Consumer Staples 6.36%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.35%
19,527
+7,399
27
$3.24M 1.31%
35,518
-32
28
$2.91M 1.18%
15,080
-46
29
$2.9M 1.17%
23,760
+2,185
30
$2.84M 1.15%
68,996
-124
31
$2.75M 1.11%
35,886
-292
32
$2.64M 1.07%
18,513
-87
33
$2.64M 1.07%
11,659
+329
34
$2.63M 1.06%
68,575
-1,005
35
$2.61M 1.05%
18,466
-76
36
$2.54M 1.03%
8,099
-309
37
$2.5M 1.01%
9,698
-7
38
$2.5M 1.01%
17,159
+103
39
$2.48M 1%
36,392
-75
40
$2.27M 0.91%
39,961
-17
41
$2.26M 0.91%
11,109
+22
42
$2.26M 0.91%
14,281
-781
43
$2.21M 0.89%
22,040
+20,191
44
$2.15M 0.87%
3,965
+13
45
$2.13M 0.86%
11,702
+137
46
$2.11M 0.85%
12,777
-368
47
$1.97M 0.8%
25,536
+789
48
$1.88M 0.76%
20,098
+2,080
49
$1.85M 0.75%
2,175
+1
50
$1.85M 0.75%
26,332
+622
1
2
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