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
$134M
AUM Growth
+$100K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$514K
2
+$100K
3
+$74K
4
FDX icon
FedEx
FDX
+$69.6K
5
MET icon
MetLife
MET
+$52.3K

Top Sells

1
+$397K
2
+$277K
3
+$274K
4
AXP icon
American Express
AXP
+$207K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$176K

Sector Composition

1 Healthcare 11.24%
2 Industrials 9.85%
3 Technology 9.85%
4 Consumer Staples 8.75%
5 Energy 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
+20
352
$1K ﹤0.01%
175
353
$1K ﹤0.01%
19
354
$0 ﹤0.01%
100
355
– –
-37
356
– –
-524
357
– –
-825
358
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-100
359
– –
-315
360
– –
-3,837
361
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-4
362
$0 ﹤0.01%
110
363
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-30
364
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-1,200
365
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-7,050
366
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-3,595
367
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-42
371
$0 ﹤0.01%
250
372
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-340
373
$0 ﹤0.01%
35
374
$0 ﹤0.01%
2
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15