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
$245M
AUM Growth
+$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1 +$568K
2 +$205K
3 +$178K
4
GEV icon
GE Vernova
GEV
+$170K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$165K

Top Sells

1 +$686K
2 +$584K
3 +$126K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$98.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$85K

Sector Composition

1 Technology 21.78%
2 Healthcare 9.37%
3 Consumer Staples 7.16%
4 Consumer Discretionary 6.99%
5 Financials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$21.4K 0.01%
200
302
$20.4K 0.01%
128
303
$19.8K 0.01%
400
304
$19.5K 0.01%
2,500
305
$19.3K 0.01%
1,550
306
$18.9K 0.01%
12
307
$18.8K 0.01%
202
308
$18.5K 0.01%
80
-1
309
$18.1K 0.01%
105
310
$17.9K 0.01%
118
+23
311
$17.9K 0.01%
75
312
$17.3K 0.01%
29
313
$17.2K 0.01%
718
314
$17.2K 0.01%
600
315
$17.2K 0.01%
300
316
$17K 0.01%
100
317
$16.9K 0.01%
860
318
$16.4K 0.01%
100
319
$16.3K 0.01%
875
320
$16.2K 0.01%
320
321
$15.9K 0.01%
207
322
$15.9K 0.01%
615
323
$15.7K 0.01%
65
324
$14.9K 0.01%
275
325
$14.8K 0.01%
117
-17