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
101
$680K 0.14%
2,177
-118
102
$680K 0.14%
1,349
-133
103
$666K 0.14%
3,102
104
$640K 0.13%
4,230
-31
105
$624K 0.13%
3,907
-70
106
$604K 0.12%
28,188
+7,032
107
$595K 0.12%
14,970
-1,406
108
$595K 0.12%
1,809
-12
109
$595K 0.12%
1,098
-21
110
$588K 0.12%
7,200
111
$586K 0.12%
2,943
-600
112
$584K 0.12%
4,719
-183
113
$535K 0.11%
3,383
-5
114
$518K 0.11%
2,970
115
$500K 0.1%
1,000
116
$473K 0.1%
1,983
-5
117
$471K 0.1%
7,472
118
$462K 0.09%
4,604
-71
119
$459K 0.09%
1,388
120
$455K 0.09%
+10,964
121
$450K 0.09%
2,454
-355
122
$448K 0.09%
6,210
123
$447K 0.09%
494
124
$444K 0.09%
2,833
-5
125
$443K 0.09%
11,402
-288