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
$134M
AUM Growth
+$398K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$130K
3
+$114K
4
AAPL icon
Apple
AAPL
+$93.4K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$88.8K

Top Sells

1
+$163K
2
+$125K
3
+$63.7K
4
JNJ icon
Johnson & Johnson
JNJ
+$52.1K
5
BMY icon
Bristol-Myers Squibb
BMY
+$50.2K

Sector Composition

1 Healthcare 11.5%
2 Technology 9.9%
3 Industrials 9.6%
4 Consumer Staples 8.42%
5 Energy 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K 0.01%
150
-100
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$7K 0.01%
215
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$6K ﹤0.01%
5
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$6K ﹤0.01%
100
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100
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$6K ﹤0.01%
95
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90
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$6K ﹤0.01%
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284
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102
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$6K ﹤0.01%
60
+30
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$6K ﹤0.01%
75
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$6K ﹤0.01%
7
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-25
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$6K ﹤0.01%
60
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$6K ﹤0.01%
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$5K ﹤0.01%
40
292
$5K ﹤0.01%
60
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$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
80
297
$5K ﹤0.01%
50
298
$5K ﹤0.01%
85
299
$5K ﹤0.01%
70
300
$5K ﹤0.01%
125
+60
10 11
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