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
$198M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$100K
2
+$86K
3
+$68.2K
4
NVDA icon
NVIDIA
NVDA
+$61.6K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.7K

Top Sells

1
+$593K
2
+$155K
3
+$113K
4
AAPL icon
Apple
AAPL
+$102K
5
IAU icon
iShares Gold Trust
IAU
+$49K

Sector Composition

1 Technology 16.75%
2 Healthcare 9.1%
3 Consumer Discretionary 7.86%
4 Consumer Staples 7.19%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
115
352
$4K ﹤0.01%
65
353
$4K ﹤0.01%
27
354
$4K ﹤0.01%
600
355
$4K ﹤0.01%
35
356
$4K ﹤0.01%
65
357
$3K ﹤0.01%
135
358
$3K ﹤0.01%
25
359
$3K ﹤0.01%
30
360
$3K ﹤0.01%
100
361
$3K ﹤0.01%
12
362
$3K ﹤0.01%
100
363
$3K ﹤0.01%
65
364
$3K ﹤0.01%
100
365
$3K ﹤0.01%
+10
366
$3K ﹤0.01%
100
-220
367
$3K ﹤0.01%
31
368
$3K ﹤0.01%
334
369
$3K ﹤0.01%
20
370
$3K ﹤0.01%
10
371
$3K ﹤0.01%
75
372
$3K ﹤0.01%
30
373
$2K ﹤0.01%
161
374
$2K ﹤0.01%
12
375
$2K ﹤0.01%
10
13 14
15
16 17