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
$137M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.14M
3
+$788K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$414K
5
TGT icon
Target
TGT
+$283K

Top Sells

1
+$1.17M
2
+$869K
3
+$790K
4
NEE icon
NextEra Energy
NEE
+$711K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$544K

Sector Composition

1 Technology 12.93%
2 Healthcare 12.67%
3 Consumer Staples 11.33%
4 Financials 10.13%
5 Industrials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$114K 0.08%
670
127
$113K 0.08%
1,594
128
$111K 0.08%
936
129
$102K 0.07%
1,115
+865
130
$101K 0.07%
1,520
131
$100K 0.07%
411
+21
132
$96K 0.07%
2,000
133
$95K 0.07%
688
134
$95K 0.07%
1,610
135
$88K 0.06%
2,074
+417
136
$87K 0.06%
317
137
$86K 0.06%
845
+100
138
$85K 0.06%
750
139
$83K 0.06%
270
140
$83K 0.06%
3,340
141
$83K 0.06%
+1,021
142
$82K 0.06%
2,281
-689
143
$82K 0.06%
3,631
144
$77K 0.06%
400
145
$76K 0.06%
425
+50
146
$76K 0.06%
476
147
$75K 0.05%
546
+25
148
$75K 0.05%
+2,000
149
$74K 0.05%
625
-50
150
$72K 0.05%
1,220
4 5
6
7 8