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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
JNKSpdr Ser Tr
Recent Activity
New Position
0.02%
$35,000
360 shares@ $97.23 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.01%
$13,000
25 shares@ $520.0 avg price
SPGMSpdr Index Shs Fds
Recent Activity
New Position
0.01%
$9,000
137 shares@ $65.7 avg price
VSTVistra Corp
Recent Activity
New Position
0.01%
$3,000
25 shares@ $120.0 avg price