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
$536M
AUM Growth
-$554K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.96M
3
+$955K
4
ORCL icon
Oracle
ORCL
+$832K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$787K

Top Sells

1
+$2.04M
2
+$1.43M
3
+$1.07M
4
PLTR icon
Palantir
PLTR
+$1.01M
5
UNP icon
Union Pacific
UNP
+$760K

Sector Composition

1 Technology 21.6%
2 Financials 13.64%
3 Healthcare 9.65%
4 Consumer Staples 8.44%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45M 8.4%
76,754
-2,447
2
$28.5M 5.32%
113,909
-302
3
$24M 4.48%
56,998
+391
4
$20.3M 3.79%
84,724
-1,387
5
$13.1M 2.45%
69,357
-1,130
6
$12.1M 2.25%
133,668
-3,789
7
$10.3M 1.92%
173,794
-3,353
8
$10.2M 1.9%
46,254
-1,716
9
$7.98M 1.49%
25,247
-526
10
$7.85M 1.47%
27,080
-81
11
$7.81M 1.46%
34,594
-1,161
12
$7.81M 1.46%
53,979
-7,374
13
$7.79M 1.45%
51,197
+315
14
$7.68M 1.43%
34,247
-477
15
$7.23M 1.35%
31,134
-389
16
$7.12M 1.33%
32,475
-2,041
17
$7M 1.31%
97,601
-2,919
18
$6.7M 1.25%
244,471
-17,235
19
$6.67M 1.25%
31,051
-2,233
20
$6.58M 1.23%
12,868
-736
21
$6.52M 1.22%
286,539
-2,895
22
$6.49M 1.21%
50,294
-320
23
$6.27M 1.17%
440,742
+24,222
24
$6.2M 1.16%
82,001
-13,293
25
$6.19M 1.15%
40,025
-379
1
2 3 4 5