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
$193M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1 +$152K
2 +$44.1K
3 +$41.4K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.4K
5
AEP icon
American Electric Power
AEP
+$38K

Top Sells

1 +$277K
2 +$271K
3 +$214K
4
DVY icon
iShares Select Dividend ETF
DVY
+$121K
5
MSFT icon
Microsoft
MSFT
+$106K

Sector Composition

1 Technology 15.12%
2 Healthcare 12.6%
3 Consumer Staples 8.57%
4 Industrials 8.07%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$17.3K 0.01%
88
277
$17.1K 0.01%
235
278
$16.9K 0.01%
1,370
279
$16.7K 0.01%
80
280
$16.4K 0.01%
3,472
281
$16.4K 0.01%
30
282
$16.4K 0.01%
208
283
$15.7K 0.01%
70
284
$15.7K 0.01%
465
285
$15.6K 0.01%
207
286
$15.4K 0.01%
500
287
$15.2K 0.01%
18
288
$15.2K 0.01%
480
-60
289
$15K 0.01%
455
290
$14.7K 0.01%
360
291
$14K 0.01%
1,000
292
$13.9K 0.01%
76
293
$13.8K 0.01%
105
294
$13.8K 0.01%
94
+60
295
$13.7K 0.01%
900
296
$13.7K 0.01%
500
297
$13.2K 0.01%
10
298
$13.1K 0.01%
875
299
$13K 0.01%
235
300
$12.9K 0.01%
200