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

Top Buys

1
+$102K
2
+$84K
3
+$76.8K
4
T icon
AT&T
T
+$65.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$61.3K

Top Sells

1
+$576K
2
+$159K
3
+$117K
4
AAPL icon
Apple
AAPL
+$108K
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%
40
352
$4K ﹤0.01%
400
353
$4K ﹤0.01%
50
354
$4K ﹤0.01%
180
355
$4K ﹤0.01%
85
356
$4K ﹤0.01%
17
357
$3K ﹤0.01%
10
358
$3K ﹤0.01%
20
359
$3K ﹤0.01%
334
360
$3K ﹤0.01%
31
361
$3K ﹤0.01%
100
-220
362
$3K ﹤0.01%
+10
363
$3K ﹤0.01%
100
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65
365
$3K ﹤0.01%
100
366
$3K ﹤0.01%
12
367
$3K ﹤0.01%
100
368
$3K ﹤0.01%
30
369
$3K ﹤0.01%
25
370
$3K ﹤0.01%
135
371
$3K ﹤0.01%
30
372
$3K ﹤0.01%
75
373
$2K ﹤0.01%
64
374
$2K ﹤0.01%
74
375
$2K ﹤0.01%
75
13 14
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