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
$143M
AUM Growth
-$346K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$180K
2
+$68.9K
3
+$62.9K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$38.7K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$38.4K

Top Sells

1
+$635K
2
+$573K
3
+$446K
4
AAPL icon
Apple
AAPL
+$365K
5
ORCL icon
Oracle
ORCL
+$332K

Sector Composition

1 Healthcare 10.02%
2 Technology 9.33%
3 Industrials 8.83%
4 Consumer Staples 8.05%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
+55
302
$3K ﹤0.01%
9
-3
303
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25
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$3K ﹤0.01%
57
-18
305
$2K ﹤0.01%
+42
306
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+37
307
$2K ﹤0.01%
+21
308
$2K ﹤0.01%
+35
309
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+73
310
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35
311
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+84
312
$2K ﹤0.01%
100
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+29
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$2K ﹤0.01%
+72
315
$2K ﹤0.01%
100
316
$2K ﹤0.01%
+51
317
$2K ﹤0.01%
+48
318
$2K ﹤0.01%
100
-560
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$2K ﹤0.01%
+11
320
$2K ﹤0.01%
+10
321
$2K ﹤0.01%
100
322
$2K ﹤0.01%
+24
323
$2K ﹤0.01%
50
324
$2K ﹤0.01%
+14
325
$2K ﹤0.01%
+20
11 12
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