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
$143M
AUM Growth
-$346K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$180K
2
+$68.9K
3
+$62.9K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$38.7K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$38.4K

Top Sells

1
+$635K
2
+$573K
3
+$446K
4
AAPL icon
Apple
AAPL
+$365K
5
ORCL icon
Oracle
ORCL
+$332K

Sector Composition

1 Healthcare 10.02%
2 Technology 9.33%
3 Industrials 8.83%
4 Consumer Staples 8.05%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9K 0.01%
400
252
$9K 0.01%
1,000
253
$9K 0.01%
+275
254
$8K 0.01%
70
+35
255
$8K 0.01%
100
256
$8K 0.01%
751
257
$8K 0.01%
50
258
$8K 0.01%
85
259
$8K 0.01%
150
-25
260
$8K 0.01%
163
+98
261
$7K ﹤0.01%
90
262
$7K ﹤0.01%
+89
263
$7K ﹤0.01%
+420
264
$7K ﹤0.01%
75
-25
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$6K ﹤0.01%
150
266
$6K ﹤0.01%
60
267
$6K ﹤0.01%
+66
268
$6K ﹤0.01%
163
269
$6K ﹤0.01%
102
270
$6K ﹤0.01%
145
271
$6K ﹤0.01%
100
272
$6K ﹤0.01%
70
-18
273
$5K ﹤0.01%
5
274
$5K ﹤0.01%
100
275
$5K ﹤0.01%
45
9 10
11
12 13