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
$152M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$68.5K
2
+$36.8K
3
+$28.3K
4
BND icon
Vanguard Total Bond Market
BND
+$25.1K
5
TSLA icon
Tesla
TSLA
+$24.4K

Top Sells

1
+$506K
2
+$169K
3
+$169K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$150K
5
ABT icon
Abbott
ABT
+$114K

Sector Composition

1 Technology 16.48%
2 Healthcare 9.07%
3 Consumer Staples 8.48%
4 Consumer Discretionary 8.36%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
542
277
$6K ﹤0.01%
+65
278
$6K ﹤0.01%
150
279
$6K ﹤0.01%
1,217
280
$6K ﹤0.01%
220
281
$5K ﹤0.01%
264
282
$5K ﹤0.01%
115
283
$5K ﹤0.01%
70
284
$5K ﹤0.01%
100
285
$5K ﹤0.01%
195
286
$5K ﹤0.01%
494
287
$4K ﹤0.01%
52
288
$4K ﹤0.01%
+200
289
$4K ﹤0.01%
23
290
$4K ﹤0.01%
40
291
$4K ﹤0.01%
135
292
$4K ﹤0.01%
320
293
$4K ﹤0.01%
100
294
$4K ﹤0.01%
90
295
$4K ﹤0.01%
76
296
$4K ﹤0.01%
20
297
$4K ﹤0.01%
468
298
$4K ﹤0.01%
65
299
$3K ﹤0.01%
300
300
$3K ﹤0.01%
10
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