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
$493M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.12M
3
+$2.5M
4
UNP icon
Union Pacific
UNP
+$2.4M
5
TWLO icon
Twilio
TWLO
+$2.05M

Top Sells

1
+$4.4M
2
+$3.87M
3
+$3.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.04M
5
VTR icon
Ventas
VTR
+$2.39M

Sector Composition

1 Technology 20.42%
2 Financials 12.82%
3 Healthcare 10.09%
4 Consumer Staples 8.5%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.12M 1.24%
37,087
-749
27
$5.62M 1.14%
22,037
-1,175
28
$5.37M 1.09%
31,550
-981
29
$5.35M 1.09%
84,378
-2,030
30
$5.28M 1.07%
52,663
-20,543
31
$5.23M 1.06%
263,284
-2,230
32
$5.22M 1.06%
10,887
-539
33
$5.18M 1.05%
50,718
-10,291
34
$5.08M 1.03%
29,628
-26
35
$5.04M 1.02%
64,061
-745
36
$4.96M 1.01%
396,742
-1,020
37
$4.48M 0.91%
1,511
-66
38
$4.38M 0.89%
9,377
+2,072
39
$4.36M 0.89%
73,859
+979
40
$4.35M 0.88%
42,890
+9,703
41
$4.3M 0.87%
62,698
+1,993
42
$4.22M 0.86%
46,880
+178
43
$4.09M 0.83%
86,663
-3,060
44
$3.9M 0.79%
214,580
+3,126
45
$3.7M 0.75%
32,159
+784
46
$3.69M 0.75%
24,515
-8,163
47
$3.62M 0.73%
33,910
-107
48
$3.49M 0.71%
59,600
49
$3.31M 0.67%
26,320
+200
50
$3.3M 0.67%
10,864
-6
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2
3 4 5