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
51
$757K 0.67%
35,650
52
$746K 0.66%
10,952
+450
53
$733K 0.65%
6,490
-325
54
$732K 0.65%
12,500
+425
55
$725K 0.64%
11,961
+53
56
$723K 0.64%
11,412
+1,975
57
$715K 0.64%
7,575
+350
58
$685K 0.61%
15,435
-50
59
$680K 0.6%
+10,066
60
$644K 0.57%
12,422
-975
61
$585K 0.52%
12,000
62
$571K 0.51%
22,550
63
$560K 0.5%
25,000
64
$525K 0.47%
24,750
65
$524K 0.47%
8,015
-165
66
$513K 0.46%
3,790
-100
67
$476K 0.42%
3,242
-40
68
$476K 0.42%
22,000
69
$460K 0.41%
22,000
70
$452K 0.4%
14,100
71
$440K 0.39%
6,234
-106
72
$412K 0.37%
3,443
73
$390K 0.35%
4,995
+25
74
$389K 0.35%
6,600
75
$372K 0.33%
16,425
1 2
3
4 5