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Avis Graham

@Farmers & Merchants Trust Co Of Chambersburg Pa

Latest period2024 - Q3ReportedManaged Assets$259.661MTotal holdings378
Assets growth rate4.85%Assets growth rate (2-Q avg)3.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Farmers & Merchants Trust Co Of Chambersburg Pa's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 378 positions.

Assets under management

The assets under management (AUM) of Farmers & Merchants Trust Co Of Chambersburg Pa over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 259.661M in assets, with a quarterly growth rate of 4.85% and a 2-quarter average growth rate of 3.21%. The portfolio is managed by Avis Graham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BIVVanguard Bd Index Fds
Recent Activity
Increased 13.83%
7.69%
$19.965M
254,753 shares@ $78.38 avg price
TLTIshares Tr
Recent Activity
Increased 19.38%
3.44%
$8.922M
90,950 shares@ $98.1 avg price
FENIFidelity Covington Trust
Recent Activity
Increased 2.12%
2.7%
$6.993M
230,951 shares@ $30.28 avg price
NVDANvidia Corporation
Recent Activity
Decreased -2.6%
2.64%
$6.833M
56,270 shares@ $121.44 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -1.75%
2.37%
$6.137M
36,601 shares@ $167.68 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.93%
2.33%
$6.038M
30,075 shares@ $200.77 avg price
VBKVanguard Index Fds
Recent Activity
Increased 3.72%
2.3%
$5.954M
22,270 shares@ $267.36 avg price
EFVIshares Tr
Recent Activity
Increased 2.32%
2.25%
$5.821M
101,187 shares@ $57.53 avg price
VOTVanguard Index Fds
Recent Activity
Increased 2.16%
2.16%
$5.602M
23,008 shares@ $243.49 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.61%
2.16%
$5.591M
12,993 shares@ $430.31 avg price