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
$152M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$68.5K
2
+$36.8K
3
+$28.3K
4
BND icon
Vanguard Total Bond Market
BND
+$25.1K
5
TSLA icon
Tesla
TSLA
+$24.4K

Top Sells

1
+$506K
2
+$169K
3
+$169K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$150K
5
ABT icon
Abbott
ABT
+$114K

Sector Composition

1 Technology 16.48%
2 Healthcare 9.07%
3 Consumer Staples 8.48%
4 Consumer Discretionary 8.36%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
300
302
$3K ﹤0.01%
+132
303
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100
304
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10
305
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20
306
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150
307
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27
308
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50
309
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50
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12
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3
312
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15
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$3K ﹤0.01%
17
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$2K ﹤0.01%
64
315
$2K ﹤0.01%
600
316
$2K ﹤0.01%
65
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$2K ﹤0.01%
100
318
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30
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$2K ﹤0.01%
100
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$2K ﹤0.01%
160
-460
321
$2K ﹤0.01%
55
-253
322
$2K ﹤0.01%
75
323
$2K ﹤0.01%
+10
324
$2K ﹤0.01%
161
325
$1K ﹤0.01%
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