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
$152M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$68.5K
2
+$36.8K
3
+$28.3K
4
BND icon
Vanguard Total Bond Market
BND
+$25.1K
5
TSLA icon
Tesla
TSLA
+$24.4K

Top Sells

1
+$506K
2
+$169K
3
+$169K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$150K
5
ABT icon
Abbott
ABT
+$114K

Sector Composition

1 Technology 16.48%
2 Healthcare 9.07%
3 Consumer Staples 8.48%
4 Consumer Discretionary 8.36%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9K 0.01%
100
252
$9K 0.01%
76
253
$9K 0.01%
50
254
$9K 0.01%
645
255
$9K 0.01%
50
256
$8K 0.01%
75
257
$8K 0.01%
310
258
$8K 0.01%
250
259
$8K 0.01%
1,020
-120
260
$8K 0.01%
45
261
$8K 0.01%
175
-205
262
$8K 0.01%
30
263
$7K ﹤0.01%
81
264
$7K ﹤0.01%
100
265
$7K ﹤0.01%
100
266
$7K ﹤0.01%
25
267
$7K ﹤0.01%
55
268
$7K ﹤0.01%
250
269
$7K ﹤0.01%
124
270
$7K ﹤0.01%
30
271
$7K ﹤0.01%
25
272
$7K ﹤0.01%
1,260
-310
273
$6K ﹤0.01%
90
274
$6K ﹤0.01%
300
275
$6K ﹤0.01%
15
9 10
11
12 13