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
$248M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.27M
3
+$707K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$632K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$439K

Top Sells

1
+$2.39M
2
+$1.27M
3
+$343K
4
MSFT icon
Microsoft
MSFT
+$234K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$221K

Sector Composition

1 Technology 12.59%
2 Financials 6.94%
3 Healthcare 6.59%
4 Consumer Staples 6.36%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$79K 0.03%
2,035
177
$79K 0.03%
4,100
178
$75K 0.03%
349
+36
179
$74K 0.03%
1,853
180
$74K 0.03%
2,515
181
$74K 0.03%
2,000
182
$73K 0.03%
500
183
$73K 0.03%
1,000
+500
184
$73K 0.03%
1,229
-266
185
$71K 0.03%
454
+64
186
$71K 0.03%
175
187
$69K 0.03%
503
188
$66K 0.03%
1,000
189
$65K 0.03%
670
190
$65K 0.03%
1,225
-460
191
$64K 0.03%
880
192
$61K 0.02%
405
193
$61K 0.02%
5,000
194
$60K 0.02%
255
195
$59K 0.02%
396
196
$58K 0.02%
1,132
197
$57K 0.02%
468
198
$56K 0.02%
287
199
$54K 0.02%
1,881
200
$53K 0.02%
+2,364
6 7
8
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