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
$134M
AUM Growth
+$398K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$130K
3
+$114K
4
AAPL icon
Apple
AAPL
+$93.4K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$88.8K

Top Sells

1
+$163K
2
+$125K
3
+$63.7K
4
JNJ icon
Johnson & Johnson
JNJ
+$52.1K
5
BMY icon
Bristol-Myers Squibb
BMY
+$50.2K

Sector Composition

1 Healthcare 11.5%
2 Technology 9.9%
3 Industrials 9.6%
4 Consumer Staples 8.42%
5 Energy 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
40
327
$3K ﹤0.01%
100
328
$3K ﹤0.01%
200
329
$3K ﹤0.01%
76
330
$3K ﹤0.01%
25
331
$3K ﹤0.01%
65
332
$3K ﹤0.01%
60
333
$3K ﹤0.01%
35
334
$3K ﹤0.01%
36
335
$3K ﹤0.01%
+120
336
$3K ﹤0.01%
50
337
$3K ﹤0.01%
60
338
$2K ﹤0.01%
48
339
$2K ﹤0.01%
110
340
$2K ﹤0.01%
+150
341
$2K ﹤0.01%
39
342
$2K ﹤0.01%
100
343
$2K ﹤0.01%
67
344
$2K ﹤0.01%
50
345
$2K ﹤0.01%
200
346
$1K ﹤0.01%
19
347
$1K ﹤0.01%
175
348
$1K ﹤0.01%
20
349
$1K ﹤0.01%
20
350
$1K ﹤0.01%
+15
11 12 13
14
15