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
$377M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.47M
3
+$3.39M
4
SBUX icon
Starbucks
SBUX
+$3.36M
5
WY icon
Weyerhaeuser
WY
+$3.3M

Top Sells

1
+$4.63M
2
+$3.79M
3
+$3.33M
4
GEN icon
Gen Digital
GEN
+$3.06M
5
FDX icon
FedEx
FDX
+$2.39M

Sector Composition

1 Financials 15.28%
2 Technology 15%
3 Healthcare 12.51%
4 Consumer Staples 8.93%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$347K 0.09%
2,540
-20
127
$339K 0.09%
3,619
-250
128
$332K 0.09%
2,421
-545
129
$326K 0.09%
5,084
-755
130
$318K 0.08%
5,646
-1,007
131
$317K 0.08%
1,073
132
$313K 0.08%
2,810
-333
133
$303K 0.08%
2,738
-822
134
$294K 0.08%
3,180
-120
135
$294K 0.08%
5,373
-632
136
$293K 0.08%
3,056
-191
137
$289K 0.08%
24,795
138
$284K 0.08%
1,590
-374
139
$276K 0.07%
11,430
-1,800
140
$268K 0.07%
2,089
-125
141
$268K 0.07%
2,883
-82
142
$267K 0.07%
1,486
-25
143
$256K 0.07%
8,803
144
$241K 0.06%
1,883
-4
145
$240K 0.06%
31,260
146
$239K 0.06%
+6,000
147
$236K 0.06%
4,470
148
$234K 0.06%
4,377
-86,540
149
$233K 0.06%
4,837
150
$230K 0.06%
+3,756
3 4 5
6
7