FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings
AUM $320M
1-Year Return
15.17%
This Quarter Return
+12.52%
1 Year Return
+15.17%
3 Year Return
+61.01%
5 Year Return
+118.1%
10 Year Return
–
AUM
$153M
AUM Growth
+$15.8M
(+11%)
Cap. Flow
+$502K
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
26.29%
Holding
340
New
24
Increased
57
Reduced
34
Closed
8
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$1.69M |
| 2 |
Valero Energy
VLO
|
+$831K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$294K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$133K |
| 5 |
Duke Energy
DUK
|
+$108K |
Top Sells
| 1 |
T-Mobile US
TMUS
|
+$1.75M |
| 2 |
Verizon
VZ
|
+$935K |
| 3 |
FLGE
Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes
FLGE
|
+$278K |
| 4 |
Microsoft
MSFT
|
+$79.4K |
| 5 |
Orrstown Financial Services
ORRF
|
+$72K |
Sector Composition
| 1 | Technology | 15.43% |
| 2 | Healthcare | 11.53% |
| 3 | Financials | 10.5% |
| 4 | Consumer Staples | 9.93% |
| 5 | Industrials | 9.76% |
