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
$214M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$441K
3
+$274K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$145K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$101K

Top Sells

1
+$481K
2
+$288K
3
+$168K
4
CP icon
Canadian Pacific Kansas City
CP
+$162K
5
NVDA icon
NVIDIA
NVDA
+$161K

Sector Composition

1 Technology 20.24%
2 Healthcare 10.58%
3 Consumer Staples 7.97%
4 Consumer Discretionary 7.49%
5 Industrials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.83K ﹤0.01%
100
352
$7.8K ﹤0.01%
100
353
$7.79K ﹤0.01%
100
354
$7.57K ﹤0.01%
150
355
$7.53K ﹤0.01%
669
356
$7.53K ﹤0.01%
315
357
$7.5K ﹤0.01%
55
358
$7.47K ﹤0.01%
215
359
$7.46K ﹤0.01%
113
360
$7.31K ﹤0.01%
925
361
$7.23K ﹤0.01%
58
+39
362
$7.12K ﹤0.01%
20
363
$7.12K ﹤0.01%
50
-35
364
$7.03K ﹤0.01%
550
365
$7.01K ﹤0.01%
300
366
$6.83K ﹤0.01%
320
367
$6.61K ﹤0.01%
150
368
$6.6K ﹤0.01%
100
-22
369
$6.54K ﹤0.01%
30
370
$6.51K ﹤0.01%
95
371
$6.4K ﹤0.01%
120
372
$6.37K ﹤0.01%
265
373
$6.15K ﹤0.01%
380
374
$6.04K ﹤0.01%
880
375
$5.97K ﹤0.01%
675
13 14
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