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
51
$1.11M 0.74%
18,523
-551
52
$1.1M 0.74%
17,702
+1,035
53
$1.06M 0.71%
1,582
-44
54
$919K 0.61%
4,359
-180
55
$899K 0.6%
12,917
+975
56
$897K 0.6%
14,453
57
$885K 0.59%
8,319
-4,588
58
$743K 0.49%
9,222
-209
59
$731K 0.49%
7,214
+275
60
$683K 0.45%
2,314
-52
61
$580K 0.39%
4,725
62
$559K 0.37%
2,636
63
$499K 0.33%
4,931
64
$477K 0.32%
1,312
+12
65
$448K 0.3%
25,000
66
$447K 0.3%
6,396
67
$421K 0.28%
2,581
-290
68
$408K 0.27%
2,039
69
$375K 0.25%
8,947
+45
70
$366K 0.24%
3,765
71
$361K 0.24%
500
-40
72
$350K 0.23%
11,700
73
$348K 0.23%
1,727
-93
74
$340K 0.23%
3,347
75
$339K 0.23%
718
+11
1 2
3
4 5