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
$214M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1 +$997K
2 +$441K
3 +$274K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$145K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$101K

Top Sells

1 +$481K
2 +$288K
3 +$168K
4
CP icon
Canadian Pacific Kansas City
CP
+$162K
5
NVDA icon
NVIDIA
NVDA
+$161K

Sector Composition

1 Technology 20.24%
2 Healthcare 10.58%
3 Consumer Staples 7.97%
4 Consumer Discretionary 7.49%
5 Industrials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$10.6K 0.01%
50
327
$10.5K ﹤0.01%
90
328
$10.5K ﹤0.01%
105
329
$10.4K ﹤0.01%
270
330
$10.3K ﹤0.01%
150
331
$10.2K ﹤0.01%
100
-620
332
$9.81K ﹤0.01%
700
333
$9.78K ﹤0.01%
155
334
$9.73K ﹤0.01%
327
335
$9.3K ﹤0.01%
240
336
$9.21K ﹤0.01%
207
337
$9.19K ﹤0.01%
900
338
$9.14K ﹤0.01%
95
339
$9.13K ﹤0.01%
170
340
$9.11K ﹤0.01%
55
341
$9.04K ﹤0.01%
340
342
$9.04K ﹤0.01%
20
343
$9.02K ﹤0.01%
250
344
$8.81K ﹤0.01%
855
345
$8.32K ﹤0.01%
62
346
$8.22K ﹤0.01%
66
347
$8.13K ﹤0.01%
270
348
$8.08K ﹤0.01%
100
349
$8.07K ﹤0.01%
625
350
$7.89K ﹤0.01%
330