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
$135M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1 +$183K
2 +$181K
3 +$55.6K
4
VLO icon
Valero Energy
VLO
+$32.3K
5
SLB icon
SLB Ltd
SLB
+$25.9K

Top Sells

1 +$47.2K
2 +$36.8K
3 +$30.9K
4
PG icon
Procter & Gamble
PG
+$28.4K
5
GE icon
GE Aerospace
GE
+$25.4K

Sector Composition

1 Healthcare 11.02%
2 Industrials 9.38%
3 Technology 9.38%
4 Consumer Staples 9.05%
5 Energy 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7K 0.01%
400
-200
277
$7K 0.01%
80
-115
278
$7K 0.01%
700
279
$7K 0.01%
+138
280
$7K 0.01%
452
281
$7K 0.01%
110
282
$7K 0.01%
102
283
$7K 0.01%
500
284
$7K 0.01%
136
285
$6K ﹤0.01%
90
286
$6K ﹤0.01%
542
287
$6K ﹤0.01%
50
288
$6K ﹤0.01%
185
289
$6K ﹤0.01%
88
290
$6K ﹤0.01%
500
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$6K ﹤0.01%
215
292
$6K ﹤0.01%
60
293
$5K ﹤0.01%
110
294
$5K ﹤0.01%
100
295
$5K ﹤0.01%
203
296
$5K ﹤0.01%
163
297
$5K ﹤0.01%
60
298
$5K ﹤0.01%
+181
299
$5K ﹤0.01%
23
300
$5K ﹤0.01%
+225