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
76
$369K 0.33%
14,350
77
$362K 0.32%
4,970
-275
78
$333K 0.3%
2,975
-2,150
79
$321K 0.29%
1,927
-26
80
$319K 0.28%
9,948
81
$310K 0.28%
6,565
82
$305K 0.27%
7,850
-200
83
$305K 0.27%
1,860
84
$300K 0.27%
2,200
85
$299K 0.27%
5,668
-760
86
$295K 0.26%
6,633
-37
87
$288K 0.26%
2,190
-218
88
$266K 0.24%
10,369
-122
89
$266K 0.24%
2,346
-187
90
$259K 0.23%
2,000
91
$254K 0.23%
950
92
$252K 0.22%
4,632
-950
93
$243K 0.22%
1,909
-255
94
$226K 0.2%
4,053
+50
95
$226K 0.2%
9,505
96
$215K 0.19%
1,100
97
$213K 0.19%
2,000
98
$212K 0.19%
3,250
+25
99
$211K 0.19%
6,250
-125
100
$200K 0.18%
4,000