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
$152M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$332K
3 +$275K
4
AMZN icon
Amazon
AMZN
+$248K
5
AMGN icon
Amgen
AMGN
+$234K

Top Sells

1 +$431K
2 +$419K
3 +$370K
4
XOM icon
Exxon Mobil
XOM
+$330K
5
BA icon
Boeing
BA
+$315K

Sector Composition

1 Technology 13.38%
2 Healthcare 8.83%
3 Industrials 8.34%
4 Consumer Staples 8.11%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
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352
-2,438
353
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354
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355
-1,000
356
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357
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358
$0 ﹤0.01%
16
359
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360
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361
-914
362
-3
363
-1
364
-195