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

Top Buys

1
+$102K
2
+$84K
3
+$76.8K
4
T icon
AT&T
T
+$65.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$61.3K

Top Sells

1
+$576K
2
+$159K
3
+$117K
4
AAPL icon
Apple
AAPL
+$108K
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
327
$6K ﹤0.01%
20
328
$6K ﹤0.01%
120
329
$5K ﹤0.01%
30
330
$5K ﹤0.01%
200
331
$5K ﹤0.01%
150
332
$5K ﹤0.01%
13
333
$5K ﹤0.01%
23
334
$5K ﹤0.01%
+43
335
$5K ﹤0.01%
115
336
$5K ﹤0.01%
160
337
$5K ﹤0.01%
15
338
$5K ﹤0.01%
130
339
$5K ﹤0.01%
76
340
$5K ﹤0.01%
24
341
$5K ﹤0.01%
25
342
$5K ﹤0.01%
25
343
$4K ﹤0.01%
65
344
$4K ﹤0.01%
35
345
$4K ﹤0.01%
600
346
$4K ﹤0.01%
27
347
$4K ﹤0.01%
65
348
$4K ﹤0.01%
115
349
$4K ﹤0.01%
52
350
$4K ﹤0.01%
40
12 13
14
15 16