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
$154M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$277K
2
+$216K
3
+$124K
4
UPS icon
United Parcel Service
UPS
+$102K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$99.2K

Top Sells

1
+$287K
2
+$231K
3
+$217K
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$201K
5
NEE icon
NextEra Energy
NEE
+$148K

Sector Composition

1 Technology 16.36%
2 Consumer Staples 10.92%
3 Financials 10.18%
4 Healthcare 9.7%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$108K 0.07%
317
-21
127
$105K 0.07%
427
+27
128
$105K 0.07%
2,032
-95
129
$105K 0.07%
1,685
130
$100K 0.06%
2,812
-36
131
$99K 0.06%
471
+33
132
$99K 0.06%
3,340
133
$99K 0.06%
4,100
134
$96K 0.06%
581
-13
135
$93K 0.06%
420
-19
136
$93K 0.06%
270
137
$92K 0.06%
837
+21
138
$91K 0.06%
2,000
139
$91K 0.06%
1,252
+788
140
$91K 0.06%
1,400
141
$89K 0.06%
220
142
$89K 0.06%
1,809
+128
143
$87K 0.06%
1,500
144
$87K 0.06%
2,000
145
$86K 0.06%
350
-325
146
$84K 0.05%
3,041
-8,368
147
$84K 0.05%
3,631
148
$82K 0.05%
966
+76
149
$81K 0.05%
2,000
150
$81K 0.05%
1,335
+436
4 5
6
7 8