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
$137M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.14M
3
+$788K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$414K
5
TGT icon
Target
TGT
+$283K

Top Sells

1
+$1.17M
2
+$869K
3
+$790K
4
NEE icon
NextEra Energy
NEE
+$711K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$544K

Sector Composition

1 Technology 12.93%
2 Healthcare 12.67%
3 Consumer Staples 11.33%
4 Financials 10.13%
5 Industrials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.37M 3.91%
20,920
+580
2
$4.38M 3.19%
24,700
-372
3
$4.33M 3.15%
29,889
-6,001
4
$3.7M 2.69%
22,195
-572
5
$3.27M 2.38%
23,889
+631
6
$3.06M 2.23%
16,741
+498
7
$3.02M 2.2%
17,945
-1,229
8
$2.88M 2.1%
14,615
+109
9
$2.78M 2.03%
68,631
-114
10
$2.71M 1.97%
16,093
-13
11
$2.7M 1.96%
23,940
+1,419
12
$2.58M 1.88%
20,230
-166
13
$2.26M 1.65%
20,720
+720
14
$2.25M 1.64%
42,964
+843
15
$2.21M 1.61%
20,460
+2,154
16
$2.21M 1.61%
70,212
+372
17
$2.19M 1.6%
28,219
+1,563
18
$2.11M 1.54%
14,678
+199
19
$2.07M 1.51%
8,600
+465
20
$2.05M 1.49%
50,209
+28,220
21
$2M 1.45%
28,450
-979
22
$1.98M 1.44%
11,686
-437
23
$1.94M 1.41%
27,102
-7,607
24
$1.9M 1.38%
17,902
+1,642
25
$1.85M 1.35%
3,842
-997
1
2 3 4 5