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
151
$80K 0.05%
325
152
$78K 0.05%
+1,806
153
$74K 0.05%
162
+12
154
$74K 0.05%
5,000
155
$71K 0.05%
625
156
$69K 0.04%
1,080
157
$68K 0.04%
317
158
$68K 0.04%
385
159
$67K 0.04%
255
160
$67K 0.04%
965
161
$67K 0.04%
2,135
+2,000
162
$67K 0.04%
825
163
$67K 0.04%
1,576
164
$66K 0.04%
299
165
$66K 0.04%
198
166
$66K 0.04%
1,830
167
$66K 0.04%
126
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168
$65K 0.04%
4,113
-6,498
169
$65K 0.04%
1,000
170
$63K 0.04%
750
171
$61K 0.04%
563
172
$61K 0.04%
221
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173
$59K 0.04%
1,448
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174
$58K 0.04%
300
175
$58K 0.04%
771
-855
5 6
7
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