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
$154M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$277K
2
+$216K
3
+$124K
4
UPS icon
United Parcel Service
UPS
+$102K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$99.2K

Top Sells

1
+$287K
2
+$231K
3
+$217K
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$201K
5
NEE icon
NextEra Energy
NEE
+$148K

Sector Composition

1 Technology 16.36%
2 Consumer Staples 10.92%
3 Financials 10.18%
4 Healthcare 9.7%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.76%
8,849
+200
52
$1.1M 0.72%
17,647
-55
53
$1.09M 0.71%
1,585
+3
54
$960K 0.62%
4,359
55
$904K 0.59%
7,837
-482
56
$899K 0.58%
12,799
-118
57
$809K 0.52%
13,428
-1,025
58
$794K 0.51%
9,012
-210
59
$704K 0.46%
2,266
-48
60
$698K 0.45%
7,317
+103
61
$683K 0.44%
4,725
62
$566K 0.37%
7,756
+1,360
63
$558K 0.36%
2,461
-175
64
$545K 0.35%
4,996
+65
65
$520K 0.34%
1,322
+10
66
$500K 0.32%
2,881
+300
67
$404K 0.26%
11,841
+141
68
$392K 0.25%
500
69
$341K 0.22%
3,347
70
$340K 0.22%
707
-11
71
$322K 0.21%
1,425
-614
72
$314K 0.2%
2,271
73
$305K 0.2%
685
74
$294K 0.19%
3,015
-750
75
$290K 0.19%
630
-11
1 2
3
4 5