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
$112M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$680K
3
+$483K
4
CVS icon
CVS Health
CVS
+$200K
5
LOW icon
Lowe's Companies
LOW
+$157K

Top Sells

1
+$1.07M
2
+$964K
3
+$374K
4
IYR icon
iShares US Real Estate ETF
IYR
+$308K
5
JPM icon
JPMorgan Chase
JPM
+$291K

Sector Composition

1 Financials 13.92%
2 Healthcare 13.75%
3 Technology 12.45%
4 Consumer Staples 11.01%
5 Industrials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.64M 3.24%
29,241
-491
2
$3.25M 2.89%
86,996
-333
3
$2.9M 2.58%
27,028
-125
4
$2.87M 2.55%
58,908
+1,275
5
$2.54M 2.26%
80,833
+448
6
$2.5M 2.22%
69,212
+27,642
7
$2.48M 2.21%
15,515
-239
8
$2.35M 2.09%
21,017
-383
9
$2.28M 2.03%
28,440
-2,147
10
$2.21M 1.96%
25,156
-3,312
11
$2.18M 1.94%
21,273
-1,789
12
$2.16M 1.92%
26,221
+1,915
13
$2.01M 1.78%
121,387
+8,951
14
$2M 1.78%
22,056
-461
15
$1.97M 1.75%
18,372
-17
16
$1.92M 1.71%
21,646
-1,131
17
$1.84M 1.63%
23,181
+175
18
$1.83M 1.63%
22,290
-375
19
$1.83M 1.62%
12,795
+304
20
$1.77M 1.57%
49,172
-2,860
21
$1.76M 1.57%
55,817
+15,295
22
$1.55M 1.38%
17,215
-275
23
$1.5M 1.34%
41,150
-175
24
$1.49M 1.33%
22,640
-855
25
$1.45M 1.29%
12,036
-500
1
2 3 4 5