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
$142M
AUM Growth
-$886K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$74K
2 +$48.1K
3 +$31K
4
GLD icon
SPDR Gold Trust
GLD
+$19.5K
5
DOW icon
Dow Inc
DOW
+$15K

Top Sells

1 +$316K
2 +$246K
3 +$187K
4
SRE icon
Sempra
SRE
+$154K
5
T icon
AT&T
T
+$149K

Sector Composition

1 Technology 12.09%
2 Industrials 8.84%
3 Consumer Staples 8.75%
4 Healthcare 8.63%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7K ﹤0.01%
300
-100
277
$6K ﹤0.01%
90
278
$6K ﹤0.01%
124
279
$6K ﹤0.01%
85
280
$6K ﹤0.01%
300
281
$6K ﹤0.01%
305
-111
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$6K ﹤0.01%
53
283
$6K ﹤0.01%
30
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$6K ﹤0.01%
50
285
$6K ﹤0.01%
4,773
-7,510
286
$5K ﹤0.01%
+52
287
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22
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$5K ﹤0.01%
100
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$5K ﹤0.01%
23
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$5K ﹤0.01%
100
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$5K ﹤0.01%
23
292
$5K ﹤0.01%
15
293
$5K ﹤0.01%
115
294
$5K ﹤0.01%
40
295
$5K ﹤0.01%
100
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$5K ﹤0.01%
150
297
$5K ﹤0.01%
100
298
$5K ﹤0.01%
1,057
+412
299
$5K ﹤0.01%
76
300
$4K ﹤0.01%
+64