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
$239M
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Sells

1 +$2.9M
2 +$276K
3 +$141K
4
BLK icon
Blackrock
BLK
+$108K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$77.9K

Sector Composition

1 Technology 20.03%
2 Healthcare 9.92%
3 Consumer Discretionary 7.37%
4 Consumer Staples 7.26%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$27.9K 0.01%
1,000
277
$26.9K 0.01%
615
278
$26.8K 0.01%
570
279
$26.7K 0.01%
325
280
$26.6K 0.01%
200
281
$25.9K 0.01%
1,155
282
$25.9K 0.01%
300
-50
283
$25.9K 0.01%
554
284
$25.6K 0.01%
300
285
$25.5K 0.01%
97
286
$25.2K 0.01%
1,805
287
$25.1K 0.01%
675
288
$24.8K 0.01%
105
289
$24.7K 0.01%
62
+2
290
$24.2K 0.01%
351
291
$24.1K 0.01%
80
292
$23.9K 0.01%
235
293
$23.8K 0.01%
120
-50
294
$23.1K 0.01%
1,261
295
$23.1K 0.01%
1,000
296
$22.7K 0.01%
15
297
$21.8K 0.01%
455
298
$21.2K 0.01%
400
299
$19.9K 0.01%
134
300
$19.3K 0.01%
202