ATC

Adirondack Trust Company Portfolio holdings

AUM $304M
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Sells

1 +$235K
2 +$188K
3 +$126K
4
CVS icon
CVS Health
CVS
+$121K
5
AROW icon
Arrow Financial
AROW
+$93.9K

Sector Composition

1 Technology 9.7%
2 Healthcare 9.32%
3 Industrials 8.96%
4 Consumer Staples 7.71%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
200
327
-170
328
$0 ﹤0.01%
250
329
$0 ﹤0.01%
2