FTC

Farmers Trust Company Portfolio holdings

AUM $580M
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.19M
3
+$3.1M
4
ELV icon
Elevance Health
ELV
+$2.95M
5
NUE icon
Nucor
NUE
+$2.81M

Top Sells

1
+$4.07M
2
+$3.96M
3
+$2.15M
4
CVX icon
Chevron
CVX
+$1.83M
5
KR icon
Kroger
KR
+$1.23M

Sector Composition

1 Financials 14.57%
2 Consumer Staples 14.36%
3 Industrials 13.14%
4 Healthcare 12.62%
5 Energy 12.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 1.48%
70,527
+305
27
$3.87M 1.47%
994,904
-313,191
28
$3.53M 1.34%
69,838
-61
29
$3.49M 1.33%
148,799
+4,257
30
$3.38M 1.29%
53,129
+3,687
31
$3.34M 1.27%
110,881
-2,884
32
$3.32M 1.26%
93,376
+24,589
33
$3.31M 1.26%
+84,803
34
$3.19M 1.22%
+164,424
35
$3.14M 1.19%
155,476
-61,214
36
$3.1M 1.18%
+86,820
37
$3.02M 1.15%
66,720
-5,098
38
$2.99M 1.14%
61,542
+20,890
39
$2.95M 1.12%
+35,328
40
$2.85M 1.09%
28,557
-306
41
$2.85M 1.08%
40,918
+1,631
42
$2.81M 1.07%
+57,332
43
$2.64M 1%
18,907
+270
44
$2.6M 0.99%
55,619
-700
45
$2.56M 0.97%
80,216
-2,991
46
$2.54M 0.97%
74,532
+3,968
47
$2.53M 0.96%
37,467
+1,315
48
$2.5M 0.95%
65,924
49
$2.36M 0.9%
28,238
-466
50
$2.27M 0.86%
33,461
-119
1
2
3 4 5