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
76
$363K 0.26%
707
+82
77
$355K 0.26%
540
78
$340K 0.25%
11,700
79
$319K 0.23%
3,384
-168
80
$315K 0.23%
2,331
+6
81
$287K 0.21%
886
+91
82
$287K 0.21%
5,658
+1,312
83
$284K 0.21%
3,157
+12
84
$282K 0.21%
1,254
85
$270K 0.2%
6,465
86
$266K 0.19%
3,135
+177
87
$264K 0.19%
2,626
88
$260K 0.19%
+685
89
$237K 0.17%
1,100
90
$232K 0.17%
2,502
91
$226K 0.16%
3,640
+444
92
$221K 0.16%
2,303
+141
93
$219K 0.16%
4,028
-180
94
$207K 0.15%
2,161
95
$204K 0.15%
1,036
96
$201K 0.15%
1,550
97
$192K 0.14%
446
-9
98
$191K 0.14%
6,334
-4,115
99
$188K 0.14%
1,332
100
$182K 0.13%
+1,972
2 3
4
5 6