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
$260M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Sells

1 +$516K
2 +$397K
3 +$370K
4
VZ icon
Verizon
VZ
+$367K
5
BAC icon
Bank of America
BAC
+$297K

Sector Composition

1 Technology 20.68%
2 Healthcare 9.4%
3 Consumer Staples 7.2%
4 Consumer Discretionary 7.12%
5 Financials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$23.8K 0.01%
88
302
$23.1K 0.01%
455
303
$22.7K 0.01%
351
304
$22.3K 0.01%
615
305
$21.4K 0.01%
128
306
$21K 0.01%
+3,500
307
$20.8K 0.01%
500
308
$20.8K 0.01%
1,550
309
$20.7K 0.01%
120
310
$20.5K 0.01%
100
311
$20.4K 0.01%
202
312
$19.1K 0.01%
75
313
$18.8K 0.01%
300
314
$18.8K 0.01%
12
315
$18.7K 0.01%
860
316
$18.4K 0.01%
105
317
$17.4K 0.01%
320
318
$17.2K 0.01%
718
319
$16.9K 0.01%
93
-413
320
$16.7K 0.01%
275
321
$16.4K 0.01%
117
322
$16.3K 0.01%
207
323
$16.2K 0.01%
65
324
$16K 0.01%
82
325
$15.6K 0.01%
320