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
$153M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$831K
3
+$294K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$133K
5
DUK icon
Duke Energy
DUK
+$108K

Top Sells

1
+$1.75M
2
+$935K
3
+$278K
4
MSFT icon
Microsoft
MSFT
+$79.4K
5
ORRF icon
Orrstown Financial Services
ORRF
+$72K

Sector Composition

1 Technology 15.43%
2 Healthcare 11.53%
3 Financials 10.5%
4 Consumer Staples 9.93%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.75%
18,791
-150
52
$1.07M 0.7%
20,580
-200
53
$1.05M 0.68%
15,521
-230
54
$1.03M 0.68%
45,611
55
$985K 0.64%
14,759
56
$950K 0.62%
12,399
57
$948K 0.62%
16,018
58
$831K 0.54%
+11,060
59
$800K 0.52%
2,688
+52
60
$763K 0.5%
4,850
-50
61
$745K 0.49%
7,202
-140
62
$722K 0.47%
5,131
63
$660K 0.43%
1,389
+618
64
$655K 0.43%
25,000
65
$555K 0.36%
3,552
-68
66
$543K 0.35%
7,499
+200
67
$496K 0.32%
1,380
68
$495K 0.32%
1,915
69
$473K 0.31%
2,833
+25
70
$455K 0.3%
12,090
+390
71
$404K 0.26%
2,602
72
$393K 0.26%
9,546
73
$390K 0.25%
1,548
74
$382K 0.25%
2,467
75
$375K 0.24%
6,465
1 2
3
4 5