FMTC

Farmers & Merchants Trust Company Portfolio holdings

AUM $473M
1-Year Est. Return 18.03%
This Quarter Est. Return
1 Year Est. Return
+18.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$997K
3 +$947K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$775K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$570K

Top Sells

1 +$1.29M
2 +$1.02M
3 +$430K
4
DHR icon
Danaher
DHR
+$174K
5
PFE icon
Pfizer
PFE
+$166K

Sector Composition

1 Technology 21.82%
2 Financials 13.46%
3 Healthcare 8.46%
4 Industrials 7.53%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$131K 0.03%
13,382
+268
177
$30.2K 0.01%
20,000