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
201
$41K 0.03%
1,780
202
$41K 0.03%
800
203
$41K 0.03%
500
204
$40K 0.03%
2,000
+750
205
$40K 0.03%
319
-19
206
$39K 0.03%
980
207
$39K 0.03%
408
+124
208
$38K 0.02%
2,406
209
$38K 0.02%
656
+132
210
$37K 0.02%
100
211
$37K 0.02%
269
212
$36K 0.02%
368
213
$35K 0.02%
475
214
$34K 0.02%
205
215
$34K 0.02%
2,000
+1,000
216
$34K 0.02%
400
-62
217
$33K 0.02%
343
218
$33K 0.02%
333
+69
219
$31K 0.02%
556
-29
220
$31K 0.02%
5,000
221
$31K 0.02%
1,010
222
$30K 0.02%
621
+196
223
$30K 0.02%
+187
224
$30K 0.02%
200
225
$29K 0.02%
3,516
-44
7 8
9
10 11