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
$124M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$553K
2 +$326K
3 +$248K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$154K
5
CVS icon
CVS Health
CVS
+$74.2K

Top Sells

1 +$216K
2 +$124K
3 +$118K
4
CL icon
Colgate-Palmolive
CL
+$109K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$107K

Sector Composition

1 Healthcare 11.4%
2 Technology 9.71%
3 Industrials 9.07%
4 Consumer Staples 9.02%
5 Energy 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K 0.01%
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252
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452
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+25
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65
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$7K 0.01%
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$7K 0.01%
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$6K ﹤0.01%
370
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$6K ﹤0.01%
5
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$6K ﹤0.01%
90
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$6K ﹤0.01%
110
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$6K ﹤0.01%
75
+15