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
$140M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$534K
2 +$328K
3 +$195K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$158K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$133K

Top Sells

1 +$86.9K
2 +$76K
3 +$73.3K
4
MMM icon
3M
MMM
+$62.9K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$62.6K

Sector Composition

1 Healthcare 11.15%
2 Industrials 9.08%
3 Consumer Staples 8.78%
4 Technology 8.56%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7K 0.01%
102
277
$7K 0.01%
1,000
278
$6K ﹤0.01%
60
-20
279
$6K ﹤0.01%
181
280
$6K ﹤0.01%
700
281
$6K ﹤0.01%
185
282
$6K ﹤0.01%
542
283
$6K ﹤0.01%
50
284
$6K ﹤0.01%
185
285
$6K ﹤0.01%
163
286
$6K ﹤0.01%
300
287
$6K ﹤0.01%
145
-50
288
$6K ﹤0.01%
279
289
$6K ﹤0.01%
100
290
$6K ﹤0.01%
88
291
$6K ﹤0.01%
110
292
$6K ﹤0.01%
215
293
$5K ﹤0.01%
110
294
$5K ﹤0.01%
35
295
$5K ﹤0.01%
60
296
$5K ﹤0.01%
60
297
$5K ﹤0.01%
56
298
$5K ﹤0.01%
23
299
$5K ﹤0.01%
225
300
$5K ﹤0.01%
189