FTC
Farmers Trust Company Portfolio holdings
AUM
$535M
This Quarter Return
+2.65%
1 Year Return
+25.46%
3 Year Return
+67.2%
5 Year Return
+132.24%
10 Year Return
+268.89%
AUM
$532M
AUM Growth
+$532M
(-0.76%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-2.16%
Top 10 Holdings %
Top 10 Hldgs %
31%
Holding
194
New
5
Increased
44
Reduced
94
Closed
7
Top Buys
| 1 |
Valero Energy
VLO
|
$3.75M |
| 2 |
Kimberly-Clark
KMB
|
$3.34M |
| 3 |
McDonald's
MCD
|
$3.12M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$2.81M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.48M |
Top Sells
| 1 |
Cboe Global Markets
CBOE
|
$6.27M |
| 2 |
Walmart
WMT
|
$5.85M |
| 3 |
AutoZone
AZO
|
$5.39M |
| 4 |
Kenvue
KVUE
|
$4.01M |
| 5 |
EOG Resources
EOG
|
$3.19M |
Sector Composition
| 1 | Technology | 19.62% |
| 2 | Financials | 13.11% |
| 3 | Healthcare | 10.62% |
| 4 | Consumer Staples | 7.95% |
| 5 | Industrials | 7.02% |
