FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings
AUM $320M
1-Year Return
15.17%
This Quarter Return
+4.29%
1 Year Return
+15.17%
3 Year Return
+61.01%
5 Year Return
+118.1%
10 Year Return
–
AUM
$112M
AUM Growth
+$5.4M
(+5%)
Cap. Flow
-$2.01M
Cap. Flow
% of AUM
-1.79%
Top 10 Holdings %
Top 10 Hldgs %
24.03%
Holding
299
New
14
Increased
42
Reduced
72
Closed
13
Top Buys
| 1 |
Intel
INTC
|
+$997K |
| 2 |
Enovis
ENOV
|
+$680K |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$483K |
| 4 |
CVS Health
CVS
|
+$200K |
| 5 |
Lowe's Companies
LOW
|
+$157K |
Top Sells
| 1 |
Kroger
KR
|
+$1.07M |
| 2 |
Under Armour
UAA
|
+$964K |
| 3 |
Southwest Airlines
LUV
|
+$374K |
| 4 |
iShares US Real Estate ETF
IYR
|
+$308K |
| 5 |
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% |
