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
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$9.89M
3 +$6.38M
4
PG icon
Procter & Gamble
PG
+$3.35M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.32M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 10.27%
2 Healthcare 9.87%
3 Technology 9.57%
4 Industrials 9.32%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$1K ﹤0.01%
+200
302
$1K ﹤0.01%
+20
303
$1K ﹤0.01%
+7
304
$0 ﹤0.01%
+35
305
$0 ﹤0.01%
+2
306
$0 ﹤0.01%
+250
307
$0 ﹤0.01%
+5
308
$0 ﹤0.01%
+125
309
$0 ﹤0.01%
+29
310
$0 ﹤0.01%
+100