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
$297M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.27M
3
+$1.4M
4
CVS icon
CVS Health
CVS
+$1.12M
5
NEE icon
NextEra Energy
NEE
+$977K

Top Sells

1
+$2.55M
2
+$2.49M
3
+$1.92M
4
HCA icon
HCA Healthcare
HCA
+$1.77M
5
BCR
CR Bard Inc.
BCR
+$1.55M

Sector Composition

1 Consumer Staples 14.88%
2 Technology 13.82%
3 Healthcare 13.53%
4 Financials 12.82%
5 Industrials 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$207K 0.07%
+8,045
127
$204K 0.07%
+1,733
128
$202K 0.07%
+12,714
129
$181K 0.06%
20,105
+4,105
130
$158K 0.05%
+17,926
131
$123K 0.04%
10,419
-10,106
132
$79K 0.03%
+13,487
133
– –
0
134
– –
-9,201
135
– –
-9,200
136
– –
-6,893
137
– –
-78,680
2 3 4 5
6