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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
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
VCITVanguard Scottsdale Fds
Recent Activity
Increased 17.76%
1.71%
$4.417M
52,746 shares@ $83.75 avg price
SJNKSpdr Ser Tr
Recent Activity
Increased 19.56%
1.68%
$4.362M
169,385 shares@ $25.76 avg price
BILSpdr Ser Tr
Recent Activity
Increased 21.64%
1.66%
$4.294M
46,775 shares@ $91.81 avg price