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
$179M
AUM Growth
-$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$568K
2
+$404K
3
+$355K
4
TD icon
Toronto Dominion Bank
TD
+$218K
5
DE icon
Deere & Co
DE
+$192K

Top Sells

1
+$816K
2
+$217K
3
+$191K
4
VFH icon
Vanguard Financials ETF
VFH
+$154K
5
TSLA icon
Tesla
TSLA
+$137K

Sector Composition

1 Technology 16%
2 Healthcare 12.34%
3 Consumer Staples 8.21%
4 Consumer Discretionary 7.46%
5 Industrials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
615
352
$7K ﹤0.01%
100
353
$7K ﹤0.01%
225
354
$7K ﹤0.01%
1,565
355
$7K ﹤0.01%
170
356
$7K ﹤0.01%
700
357
$7K ﹤0.01%
625
358
$6K ﹤0.01%
265
359
$6K ﹤0.01%
380
360
$6K ﹤0.01%
955
361
$6K ﹤0.01%
55
362
$6K ﹤0.01%
300
363
$6K ﹤0.01%
15
364
$6K ﹤0.01%
550
365
$6K ﹤0.01%
215
366
$6K ﹤0.01%
100
-87
367
$6K ﹤0.01%
115
368
$6K ﹤0.01%
+20
369
$6K ﹤0.01%
610
370
$6K ﹤0.01%
30
371
$6K ﹤0.01%
100
372
$6K ﹤0.01%
675
373
$6K ﹤0.01%
20
374
$6K ﹤0.01%
66
-90
375
$6K ﹤0.01%
74
13 14
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