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
51
$3.2M 0.65%
+44,055
52
$3.12M 0.63%
+58,959
53
$2.9M 0.59%
8,417
-5
54
$2.78M 0.56%
35,439
+252
55
$2.76M 0.56%
19,514
+35
56
$2.75M 0.56%
5,444
-160
57
$2.75M 0.56%
12,155
+10,623
58
$2.62M 0.53%
22,205
-8,500
59
$2.55M 0.52%
24,551
-100
60
$2.49M 0.51%
67,286
+1,018
61
$2.38M 0.48%
11,057
+1,971
62
$2.05M 0.42%
+36,142
63
$1.98M 0.4%
15,697
-10
64
$1.96M 0.4%
+14,196
65
$1.94M 0.39%
3,554
-45
66
$1.9M 0.39%
8,425
-192
67
$1.89M 0.38%
20,783
+148
68
$1.69M 0.34%
127,938
-4,550
69
$1.63M 0.33%
25,828
-37,427
70
$1.55M 0.31%
4,656
-19
71
$1.52M 0.31%
35,667
-22
72
$1.51M 0.31%
9,708
-13
73
$1.47M 0.3%
9,370
-401
74
$1.44M 0.29%
5,772
-43
75
$1.4M 0.28%
6,734
-176
1 2
3
4 5