FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Portfolio holdings

AUM $357M
1-Year Est. Return 18.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.01%
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 +$1M
2 +$671K
3 +$477K
4
CVS icon
CVS Health
CVS
+$204K
5
OPLN
Openlane
OPLN
+$153K

Top Sells

1 +$1.16M
2 +$964K
3 +$374K
4
IYR icon
iShares US Real Estate ETF
IYR
+$308K
5
JPM icon
JPMorgan Chase
JPM
+$292K

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
151
$68K 0.06%
834
152
$67.3K 0.06%
815
+175
153
$65.9K 0.06%
550
154
$65.5K 0.06%
1,894
-200
155
$65.3K 0.06%
475
156
$64.8K 0.06%
400
157
$62.2K 0.06%
3,935
-250
158
$61.2K 0.05%
1,750
159
$60.5K 0.05%
400
160
$59.9K 0.05%
1,000
161
$59.1K 0.05%
1,284
162
$57.2K 0.05%
600
+175
163
$56.8K 0.05%
675
164
$54.8K 0.05%
668
165
$52.4K 0.05%
280
166
$51.7K 0.05%
1,362
-168
167
$51.7K 0.05%
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168
$51.3K 0.05%
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169
$50.9K 0.05%
450
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$50.1K 0.04%
550
171
$49.3K 0.04%
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$49.3K 0.04%
2,000
173
$48.4K 0.04%
475
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$48K 0.04%
770
+170
175
$47.4K 0.04%
1,200
-64