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
51
$2.01M 0.77%
36,149
-53
52
$2M 0.76%
20,776
-69
53
$1.98M 0.75%
71,961
+223
54
$1.96M 0.75%
31,320
-300
55
$1.91M 0.73%
18,157
+1,840
56
$1.86M 0.71%
39,431
-235
57
$1.71M 0.65%
22,526
-275
58
$1.54M 0.59%
30,014
-1,359
59
$1.46M 0.56%
40,170
60
$1.34M 0.51%
28,057
61
$1.32M 0.5%
15,819
-100
62
$1.31M 0.5%
28,303
-2,865
63
$1.29M 0.49%
37,831
-500
64
$1.29M 0.49%
37,483
-635
65
$1.25M 0.48%
62,308
-7,440
66
$1.2M 0.46%
17,160
-4,625
67
$1.09M 0.41%
23,992
-3,876
68
$1.01M 0.38%
8,874
69
$982K 0.37%
118,840
+1,292
70
$908K 0.35%
27,355
-415
71
$865K 0.33%
11,192
72
$848K 0.32%
16,780
+2,260
73
$844K 0.32%
9,344
-78
74
$844K 0.32%
14,597
-2,473
75
$824K 0.31%
10,637
-1,556
1 2
3
4 5