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
$193M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1 +$152K
2 +$44.1K
3 +$41.4K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.4K
5
AEP icon
American Electric Power
AEP
+$38K

Top Sells

1 +$277K
2 +$271K
3 +$214K
4
DVY icon
iShares Select Dividend ETF
DVY
+$121K
5
MSFT icon
Microsoft
MSFT
+$106K

Sector Composition

1 Technology 15.12%
2 Healthcare 12.6%
3 Consumer Staples 8.57%
4 Industrials 8.07%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$31.8K 0.02%
525
227
$31.4K 0.02%
329
228
$31.2K 0.02%
425
229
$30.8K 0.02%
225
230
$30.6K 0.02%
172
231
$30.1K 0.02%
475
232
$29.8K 0.02%
7,000
233
$29.6K 0.02%
120
234
$29.1K 0.02%
960
235
$29.1K 0.02%
1,131
236
$28.5K 0.01%
420
237
$28.4K 0.01%
460
238
$28.3K 0.01%
200
239
$28.3K 0.01%
140
240
$26.1K 0.01%
127
241
$26.1K 0.01%
325
242
$25.6K 0.01%
250
-25
243
$25.6K 0.01%
74
244
$25.6K 0.01%
860
245
$24.6K 0.01%
79
246
$24.6K 0.01%
+1,000
247
$23.8K 0.01%
363
248
$23.8K 0.01%
918
249
$23.2K 0.01%
600
250
$23K 0.01%
1,245