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
$146M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$118K
2
+$109K
3
+$107K
4
UNH icon
UnitedHealth
UNH
+$96.6K
5
CSCO icon
Cisco
CSCO
+$85.9K

Top Sells

1
+$417K
2
+$393K
3
+$292K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$291K
5
CAT icon
Caterpillar
CAT
+$148K

Sector Composition

1 Technology 11.46%
2 Industrials 8.75%
3 Healthcare 8.55%
4 Consumer Staples 7.64%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
70
327
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100
328
$2K ﹤0.01%
50
329
$2K ﹤0.01%
30
330
$2K ﹤0.01%
12
331
$1K ﹤0.01%
3
332
$1K ﹤0.01%
8
333
$0 ﹤0.01%
14
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– –
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335
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3
336
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337
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338
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16
348
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11 12 13
14
15