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
$123M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$232K
2 +$130K
3 +$125K
4
COP icon
ConocoPhillips
COP
+$109K
5
PSX icon
Phillips 66
PSX
+$105K

Top Sells

1 +$1.57M
2 +$642K
3 +$577K
4
AMZN icon
Amazon
AMZN
+$366K
5
AMGN icon
Amgen
AMGN
+$211K

Sector Composition

1 Technology 14.52%
2 Healthcare 9.96%
3 Consumer Staples 8.79%
4 Industrials 7.82%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$11K 0.01%
123
227
$11K 0.01%
1,570
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$10K 0.01%
675
+225
229
$10K 0.01%
385
230
$10K 0.01%
100
231
$10K 0.01%
150
232
$10K 0.01%
220
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$9K 0.01%
250
234
$9K 0.01%
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235
$9K 0.01%
100
236
$9K 0.01%
307
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300
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239
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245
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249
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250
$7K 0.01%
81