FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings
AUM $320M
1-Year Return
15.17%
This Quarter Return
+4.42%
1 Year Return
+15.17%
3 Year Return
+61.01%
5 Year Return
+118.1%
10 Year Return
–
AUM
$150M
AUM Growth
+$4.44M
(+3%)
Cap. Flow
+$820K
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
26.33%
Holding
372
New
12
Increased
66
Reduced
39
Closed
6
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$270K |
| 2 |
Franklin Financial Services
FRAF
|
+$222K |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$219K |
| 4 |
PepsiCo
PEP
|
+$178K |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$173K |
Top Sells
| 1 |
Microsoft
MSFT
|
+$732K |
| 2 |
Exxon Mobil
XOM
|
+$674K |
| 3 |
Merck
MRK
|
+$488K |
| 4 |
Pfizer
PFE
|
+$318K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$241K |
Sector Composition
| 1 | Technology | 13.94% |
| 2 | Consumer Staples | 11.68% |
| 3 | Financials | 10.29% |
| 4 | Healthcare | 10.2% |
| 5 | Industrials | 7.7% |
