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
$263M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.19M
3
+$3.1M
4
ELV icon
Elevance Health
ELV
+$2.95M
5
NUE icon
Nucor
NUE
+$2.81M

Top Sells

1
+$4.07M
2
+$3.96M
3
+$2.15M
4
CVX icon
Chevron
CVX
+$1.83M
5
KR icon
Kroger
KR
+$1.23M

Sector Composition

1 Financials 14.57%
2 Consumer Staples 14.36%
3 Industrials 13.14%
4 Healthcare 12.62%
5 Energy 12.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.37M 3.57%
81,809
-579
2
$7.73M 2.94%
102,306
-2,058
3
$7.69M 2.93%
88,685
-1,784
4
$7.64M 2.91%
62,842
-15,091
5
$7.58M 2.89%
88,160
-5,129
6
$6.98M 2.66%
135,063
-3,800
7
$6.11M 2.32%
183,452
-497
8
$6M 2.28%
55,197
-600
9
$5.64M 2.15%
120,827
-927
10
$5.62M 2.14%
330,148
-12,572
11
$5.38M 2.05%
120,181
-2,556
12
$5.14M 1.96%
84,138
-2,814
13
$4.83M 1.84%
66,734
-972
14
$4.62M 1.76%
49,912
-2,055
15
$4.57M 1.74%
25,797
-314
16
$4.57M 1.74%
178,790
-11,822
17
$4.5M 1.71%
66,808
+3,002
18
$4.35M 1.66%
159,700
-3,514
19
$4.26M 1.62%
49,247
-1,243
20
$4.16M 1.58%
63,377
+62
21
$4.12M 1.57%
175,687
+1,310
22
$3.96M 1.51%
95,921
+2,078
23
$3.94M 1.5%
49,614
-1,549
24
$3.94M 1.5%
159,681
+5,187
25
$3.9M 1.48%
49,252
+9
1
2 3 4 5