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
$210M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$648K
3 +$573K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$399K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$232K

Top Sells

1 +$397K
2 +$384K
3 +$317K
4
AAPL icon
Apple
AAPL
+$313K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$217K

Sector Composition

1 Technology 17.2%
2 Healthcare 8.96%
3 Consumer Discretionary 7.96%
4 Consumer Staples 7.16%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K ﹤0.01%
90
327
$7K ﹤0.01%
+50
328
$7K ﹤0.01%
214
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356
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195
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$7K ﹤0.01%
20
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$7K ﹤0.01%
60
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$7K ﹤0.01%
120
334
$7K ﹤0.01%
1,260
335
$6K ﹤0.01%
10
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$6K ﹤0.01%
35
337
$6K ﹤0.01%
200
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582
-727
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$6K ﹤0.01%
264
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$6K ﹤0.01%
15
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$6K ﹤0.01%
120
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$6K ﹤0.01%
24
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$6K ﹤0.01%
18
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$5K ﹤0.01%
30
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$5K ﹤0.01%
150
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$5K ﹤0.01%
23
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40
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$5K ﹤0.01%
115
350
$5K ﹤0.01%
+125