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
$143M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1 +$348K
2 +$286K
3 +$219K
4
BND icon
Vanguard Total Bond Market
BND
+$206K
5
PFE icon
Pfizer
PFE
+$162K

Top Sells

1 +$76K
2 +$37.4K
3 +$33.7K
4
VZ icon
Verizon
VZ
+$26.9K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$22.7K

Sector Composition

1 Technology 11.52%
2 Industrials 9%
3 Healthcare 8.93%
4 Consumer Staples 8.06%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$0 ﹤0.01%
3
-147
352
$0 ﹤0.01%
1
353
$0 ﹤0.01%
175
354
$0 ﹤0.01%
2