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
251
$22.4K 0.01%
81
252
$22.2K 0.01%
915
253
$22.1K 0.01%
675
254
$22K 0.01%
375
255
$22K 0.01%
1,888
256
$21.9K 0.01%
520
257
$21.9K 0.01%
575
258
$21.8K 0.01%
312
259
$21.4K 0.01%
1,900
260
$21.1K 0.01%
300
261
$20.6K 0.01%
1,155
262
$20.5K 0.01%
80
263
$20.5K 0.01%
100
264
$20.4K 0.01%
410
265
$19.8K 0.01%
165
266
$19.4K 0.01%
260
+100
267
$19K 0.01%
1,067
268
$18.9K 0.01%
607
269
$18.6K 0.01%
270
270
$18.5K 0.01%
105
271
$18.5K 0.01%
+250
272
$18.1K 0.01%
1,000
273
$17.8K 0.01%
670
274
$17.6K 0.01%
355
275
$17.4K 0.01%
565