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
51
$1.14M 0.83%
+14,642
52
$1.01M 0.74%
15,987
-2,197
53
$950K 0.69%
1,560
+163
54
$858K 0.63%
17,930
+1,242
55
$855K 0.62%
13,585
-2,433
56
$826K 0.6%
11,582
+11,055
57
$814K 0.59%
2,157
+17
58
$809K 0.59%
9,013
+832
59
$726K 0.53%
3,688
+670
60
$723K 0.53%
40,611
61
$627K 0.46%
2,286
-65
62
$599K 0.44%
2,636
63
$536K 0.39%
4,931
-100
64
$487K 0.35%
5,941
-1,698
65
$479K 0.35%
25,000
66
$448K 0.33%
2,931
+128
67
$435K 0.32%
1,380
68
$430K 0.31%
4,725
69
$414K 0.3%
+6,396
70
$403K 0.29%
8,902
+93
71
$392K 0.29%
4,684
+641
72
$391K 0.28%
9,355
+4,000
73
$388K 0.28%
1,820
+137
74
$365K 0.27%
2,087
+172
75
$364K 0.27%
3,691
+1,000
1 2
3
4 5