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
$197M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$253K
2
+$183K
3
+$157K
4
SO icon
Southern Company
SO
+$112K
5
GEHC icon
GE HealthCare
GEHC
+$91.1K

Top Sells

1
+$3.65M
2
+$905K
3
+$540K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$229K
5
AAPL icon
Apple
AAPL
+$180K

Sector Composition

1 Technology 18.39%
2 Healthcare 11.41%
3 Consumer Staples 8.55%
4 Industrials 7.83%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.98K ﹤0.01%
265
352
$7.72K ﹤0.01%
20
353
$7.71K ﹤0.01%
+669
354
$7.63K ﹤0.01%
240
355
$7.54K ﹤0.01%
+71
356
$7.53K ﹤0.01%
113
357
$7.43K ﹤0.01%
122
358
$7.43K ﹤0.01%
880
359
$7.39K ﹤0.01%
66
360
$7.37K ﹤0.01%
95
-140
361
$7.15K ﹤0.01%
74
362
$7.12K ﹤0.01%
215
363
$6.95K ﹤0.01%
855
364
$6.88K ﹤0.01%
300
365
$6.87K ﹤0.01%
30
366
$6.85K ﹤0.01%
625
367
$6.82K ﹤0.01%
100
368
$6.79K ﹤0.01%
345
369
$6.73K ﹤0.01%
380
370
$6.73K ﹤0.01%
320
371
$6.62K ﹤0.01%
55
372
$6.54K ﹤0.01%
20
373
$6.53K ﹤0.01%
120
374
$6.45K ﹤0.01%
1,565
375
$6.38K ﹤0.01%
100
13 14
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