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
76
$763K 0.29%
12,176
-65,023
77
$718K 0.27%
17,424
78
$695K 0.26%
5,445
-31,060
79
$684K 0.26%
7,740
-10,299
80
$611K 0.23%
7,999
81
$587K 0.22%
8,790
-217
82
$580K 0.22%
14,250
83
$579K 0.22%
25,722
84
$571K 0.22%
10,730
-3,277
85
$559K 0.21%
16,835
-4,306
86
$514K 0.2%
18,866
-617
87
$505K 0.19%
27,379
-1,800
88
$490K 0.19%
4,080
89
$464K 0.18%
11,220
-87
90
$442K 0.17%
19,262
-6,468
91
$425K 0.16%
9,120
92
$415K 0.16%
16,800
-4
93
$415K 0.16%
13,995
-115
94
$370K 0.14%
7,365
+380
95
$369K 0.14%
58,549
-11,896
96
$353K 0.13%
13,800
97
$347K 0.13%
5,041
98
$330K 0.13%
9,060
-95
99
$312K 0.12%
6,664
100
$310K 0.12%
6,435