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
$150M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$270K
2
+$222K
3
+$219K
4
PEP icon
PepsiCo
PEP
+$178K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$173K

Top Sells

1
+$732K
2
+$674K
3
+$488K
4
PFE icon
Pfizer
PFE
+$318K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$241K

Sector Composition

1 Technology 13.94%
2 Consumer Staples 11.68%
3 Financials 10.29%
4 Healthcare 10.2%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.31M 3.53%
18,406
-2,539
2
$4.91M 3.27%
30,108
+155
3
$4.25M 2.83%
23,315
+975
4
$3.95M 2.63%
25,479
+484
5
$3.77M 2.51%
22,831
+269
6
$3.67M 2.45%
74,739
+3,264
7
$3.56M 2.37%
19,432
+1,473
8
$3.44M 2.29%
24,229
+506
9
$3.39M 2.26%
17,480
+415
10
$3.31M 2.2%
14,657
+492
11
$3.23M 2.15%
24,816
+464
12
$2.76M 1.84%
21,611
+866
13
$2.67M 1.78%
17,264
-110
14
$2.63M 1.75%
94,640
+2,550
15
$2.62M 1.75%
9,131
+276
16
$2.46M 1.63%
29,643
+1,793
17
$2.42M 1.61%
75,120
+2,132
18
$2.37M 1.58%
29,233
+240
19
$2.33M 1.55%
17,385
+772
20
$2.29M 1.52%
22,049
+1,058
21
$2.23M 1.48%
32,913
+2,560
22
$2.21M 1.47%
14,892
+63
23
$2.2M 1.47%
23,712
+982
24
$2.18M 1.45%
58,357
+5,862
25
$2.13M 1.42%
12,415
+421
1
2 3 4 5