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
201
$53K 0.02%
300
202
$51K 0.02%
663
+25
203
$49K 0.02%
+200
204
$49K 0.02%
460
205
$49K 0.02%
445
206
$46K 0.02%
1,201
-305
207
$46K 0.02%
266
-20
208
$46K 0.02%
800
209
$45K 0.02%
81
210
$45K 0.02%
2,017
211
$44K 0.02%
183
-116
212
$44K 0.02%
517
-67
213
$43K 0.02%
145
214
$43K 0.02%
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215
$42K 0.02%
209
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216
$42K 0.02%
2,206
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217
$41K 0.02%
+2,400
218
$41K 0.02%
240
219
$41K 0.02%
125
220
$40K 0.02%
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221
$39K 0.02%
300
222
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+75
223
$39K 0.02%
1,126
224
$39K 0.02%
800
+244
225
$38K 0.02%
263
7 8
9
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