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
$197M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1 +$253K
2 +$183K
3 +$157K
4
SO icon
Southern Company
SO
+$112K
5
GEHC icon
GE HealthCare
GEHC
+$91.1K

Top Sells

1 +$3.65M
2 +$905K
3 +$540K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$229K
5
AAPL icon
Apple
AAPL
+$180K

Sector Composition

1 Technology 18.39%
2 Healthcare 11.41%
3 Consumer Staples 8.55%
4 Industrials 7.83%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$17.8K 0.01%
1,416
-472
277
$17.4K 0.01%
670
278
$17.3K 0.01%
565
279
$17.2K 0.01%
208
280
$16.8K 0.01%
+252
281
$16.6K 0.01%
1,420
+50
282
$16.5K 0.01%
3,472
283
$16.5K 0.01%
+320
284
$16.4K 0.01%
375
285
$16.3K 0.01%
900
286
$15.9K 0.01%
455
287
$15.8K 0.01%
207
288
$15.7K 0.01%
1,245
289
$15.7K 0.01%
80
290
$15.6K 0.01%
94
291
$15.3K 0.01%
225
292
$15.2K 0.01%
70
293
$15.1K 0.01%
465
294
$14.9K 0.01%
480
295
$14.6K 0.01%
40
296
$14.4K 0.01%
76
297
$14.4K 0.01%
360
298
$14.1K 0.01%
280
-5
299
$14K 0.01%
500
300
$13.7K 0.01%
115