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
$198M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$100K
2
+$86K
3
+$68.2K
4
NVDA icon
NVIDIA
NVDA
+$61.6K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.7K

Top Sells

1
+$593K
2
+$155K
3
+$113K
4
AAPL icon
Apple
AAPL
+$102K
5
IAU icon
iShares Gold Trust
IAU
+$49K

Sector Composition

1 Technology 16.75%
2 Healthcare 9.1%
3 Consumer Discretionary 7.86%
4 Consumer Staples 7.19%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6K ﹤0.01%
90
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13
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400
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85
350
$4K ﹤0.01%
17
12 13
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