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
+$398K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$130K
3
+$114K
4
AAPL icon
Apple
AAPL
+$93.4K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$88.8K

Top Sells

1
+$163K
2
+$125K
3
+$63.7K
4
JNJ icon
Johnson & Johnson
JNJ
+$52.1K
5
BMY icon
Bristol-Myers Squibb
BMY
+$50.2K

Sector Composition

1 Healthcare 11.5%
2 Technology 9.9%
3 Industrials 9.6%
4 Consumer Staples 8.42%
5 Energy 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
180
227
$14K 0.01%
110
-25
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$14K 0.01%
455
229
$14K 0.01%
95
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220
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$13K 0.01%
175
232
$13K 0.01%
300
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$13K 0.01%
+750
234
$13K 0.01%
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$13K 0.01%
491
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$12K 0.01%
60
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$12K 0.01%
750
+90
239
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241
$12K 0.01%
751
242
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100
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150
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$11K 0.01%
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$11K 0.01%
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$11K 0.01%
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$11K 0.01%
119
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$10K 0.01%
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249
$10K 0.01%
150
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250
$10K 0.01%
164
+41
8 9
10
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