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
151
$71K 0.05%
563
+14
152
$70K 0.05%
317
+4
153
$69K 0.05%
281
-2
154
$69K 0.05%
800
155
$69K 0.05%
483
156
$69K 0.05%
1,766
157
$66K 0.05%
825
158
$66K 0.05%
220
-60
159
$66K 0.05%
122
+47
160
$65K 0.05%
855
161
$64K 0.05%
133
+4
162
$63K 0.05%
299
+8
163
$63K 0.05%
8,628
164
$62K 0.05%
600
165
$61K 0.04%
5,000
166
$61K 0.04%
965
167
$60K 0.04%
784
168
$60K 0.04%
1,916
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169
$59K 0.04%
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170
$59K 0.04%
1,278
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171
$58K 0.04%
1,228
172
$58K 0.04%
150
173
$58K 0.04%
729
174
$55K 0.04%
370
175
$54K 0.04%
385