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
$198M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$102K
2
+$84K
3
+$76.8K
4
T icon
AT&T
T
+$65.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$61.3K

Top Sells

1
+$576K
2
+$159K
3
+$117K
4
AAPL icon
Apple
AAPL
+$108K
5
IAU icon
iShares Gold Trust
IAU
+$49K

Sector Composition

1 Technology 16.75%
2 Healthcare 9.1%
3 Consumer Discretionary 7.86%
4 Consumer Staples 7.19%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K ﹤0.01%
100
302
$9K ﹤0.01%
250
303
$9K ﹤0.01%
65
304
$9K ﹤0.01%
150
305
$9K ﹤0.01%
60
306
$9K ﹤0.01%
494
307
$8K ﹤0.01%
55
308
$8K ﹤0.01%
300
309
$8K ﹤0.01%
15
310
$8K ﹤0.01%
215
311
$8K ﹤0.01%
100
312
$8K ﹤0.01%
120
313
$8K ﹤0.01%
225
314
$7K ﹤0.01%
100
315
$7K ﹤0.01%
214
316
$7K ﹤0.01%
85
317
$7K ﹤0.01%
30
318
$7K ﹤0.01%
356
319
$7K ﹤0.01%
1,260
320
$7K ﹤0.01%
50
321
$6K ﹤0.01%
10
322
$6K ﹤0.01%
+10
323
$6K ﹤0.01%
35
324
$6K ﹤0.01%
+70
325
$6K ﹤0.01%
264
11 12
13
14 15