ATC

Adirondack Trust Company Portfolio holdings

AUM $304M
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$886K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$73.6K
2 +$47.8K
3 +$30.2K
4
GLD icon
SPDR Gold Trust
GLD
+$19.5K
5
DOW icon
Dow Inc
DOW
+$14.7K

Top Sells

1 +$315K
2 +$237K
3 +$186K
4
SRE icon
Sempra
SRE
+$146K
5
T icon
AT&T
T
+$138K

Sector Composition

1 Technology 12.09%
2 Industrials 8.84%
3 Consumer Staples 8.75%
4 Healthcare 8.63%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$4K ﹤0.01%
40
302
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+64
303
$4K ﹤0.01%
65
304
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150
305
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50
306
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100
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195
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25
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127
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$3K ﹤0.01%
75
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468
312
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65
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22
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27
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27
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35
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145
318
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+1,000
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15
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17
321
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109
-54
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90
323
$3K ﹤0.01%
1,110
324
$3K ﹤0.01%
20
325
$3K ﹤0.01%
28