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
151
$287K 0.06%
2,078
152
$278K 0.06%
1,095
-67
153
$270K 0.05%
2,434
-74
154
$269K 0.05%
7,565
155
$264K 0.05%
1,451
-11,129
156
$257K 0.05%
327
157
$252K 0.05%
20,000
158
$249K 0.05%
1,550
159
$248K 0.05%
3,000
160
$248K 0.05%
2,299
161
$242K 0.05%
4,712
-46,699
162
$238K 0.05%
11,633
-300
163
$236K 0.05%
2,450
164
$234K 0.05%
4,363
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165
$232K 0.05%
273
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166
$232K 0.05%
1,643
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167
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4,363
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168
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520
169
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170
$226K 0.05%
4,594
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171
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1,224
172
$223K 0.05%
3,903
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173
$217K 0.04%
2,000
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174
$213K 0.04%
1,460
175
$213K 0.04%
+4,373
4 5 6
7
8