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
126
$119K 0.11%
1,120
127
$114K 0.1%
2,555
-360
128
$101K 0.09%
1,265
129
$97.7K 0.09%
5,300
130
$90.7K 0.08%
685
131
$88K 0.08%
6,699
132
$87.5K 0.08%
+5,700
133
$85.2K 0.08%
527
134
$83.9K 0.07%
1,792
135
$83.6K 0.07%
1,654
136
$82.9K 0.07%
1,250
137
$82.5K 0.07%
936
138
$80.9K 0.07%
1,950
139
$79.7K 0.07%
2,200
140
$78.3K 0.07%
470
141
$78.2K 0.07%
988
142
$77.9K 0.07%
1,100
-175
143
$77.5K 0.07%
1,453
-675
144
$77.1K 0.07%
3,450
145
$76.3K 0.07%
370
146
$76.2K 0.07%
1,584
147
$75.5K 0.07%
575
148
$72.7K 0.06%
950
149
$69.7K 0.06%
3,012
150
$68.6K 0.06%
925
+25