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
$143M
AUM Growth
-$346K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$180K
2
+$68.9K
3
+$62.9K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$38.7K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$38.4K

Top Sells

1
+$635K
2
+$573K
3
+$446K
4
AAPL icon
Apple
AAPL
+$365K
5
ORCL icon
Oracle
ORCL
+$332K

Sector Composition

1 Healthcare 10.02%
2 Technology 9.33%
3 Industrials 8.83%
4 Consumer Staples 8.05%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
116
277
$5K ﹤0.01%
45
278
$5K ﹤0.01%
600
279
$5K ﹤0.01%
100
280
$4K ﹤0.01%
119
281
$4K ﹤0.01%
120
-116
282
$4K ﹤0.01%
394
-4
283
$4K ﹤0.01%
+52
284
$4K ﹤0.01%
115
285
$4K ﹤0.01%
130
+15
286
$4K ﹤0.01%
100
287
$4K ﹤0.01%
64
288
$4K ﹤0.01%
76
289
$4K ﹤0.01%
+120
290
$3K ﹤0.01%
+15
291
$3K ﹤0.01%
+31
292
$3K ﹤0.01%
50
293
$3K ﹤0.01%
250
294
$3K ﹤0.01%
150
295
$3K ﹤0.01%
+82
296
$3K ﹤0.01%
+318
297
$3K ﹤0.01%
150
-314
298
$3K ﹤0.01%
60
299
$3K ﹤0.01%
+40
300
$3K ﹤0.01%
70
+35
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