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
101
$198K 0.18%
8,100
102
$196K 0.17%
830
103
$178K 0.16%
4,300
+100
104
$171K 0.15%
11,025
+225
105
$167K 0.15%
3,882
106
$167K 0.15%
3,220
+25
107
$166K 0.15%
2,058
-31
108
$158K 0.14%
2,400
109
$152K 0.14%
1,350
110
$152K 0.14%
1,090
+200
111
$145K 0.13%
2,917
-2,595
112
$139K 0.12%
2,300
113
$137K 0.12%
1,813
-519
114
$136K 0.12%
1,393
-36
115
$136K 0.12%
3,200
116
$132K 0.12%
5,140
117
$131K 0.12%
990
118
$127K 0.11%
93
119
$127K 0.11%
2,124
120
$127K 0.11%
3,800
121
$126K 0.11%
+7,092
122
$124K 0.11%
1,300
123
$123K 0.11%
697
+15
124
$123K 0.11%
2,500
125
$120K 0.11%
1,100
-200
3 4
5
6 7