ATC

Adirondack Trust Company Portfolio holdings

AUM $298M
1-Year Est. Return 16.85%
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$100K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$514K
2
+$100K
3
+$74K
4
FDX icon
FedEx
FDX
+$69.6K
5
MET icon
MetLife
MET
+$52.3K

Top Sells

1
+$397K
2
+$277K
3
+$274K
4
AXP icon
American Express
AXP
+$207K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$176K

Sector Composition

1 Healthcare 11.24%
2 Industrials 9.85%
3 Technology 9.85%
4 Consumer Staples 8.75%
5 Energy 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
950
227
$16K 0.01%
135
+20
228
$16K 0.01%
300
229
$15K 0.01%
491
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$15K 0.01%
230
+50
231
$15K 0.01%
300
232
$15K 0.01%
180
233
$15K 0.01%
117
234
$14K 0.01%
455
235
$13K 0.01%
751
236
$12K 0.01%
200
237
$12K 0.01%
220
+110
238
$12K 0.01%
100
239
$12K 0.01%
660
240
$12K 0.01%
130
241
$12K 0.01%
250
242
$12K 0.01%
70
+35
243
$11K 0.01%
150
244
$11K 0.01%
125
+25
245
$11K 0.01%
75
246
$11K 0.01%
250
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$11K 0.01%
150
248
$11K 0.01%
+349
249
$11K 0.01%
200
250
$10K 0.01%
210
-25
8 9
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11 12