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
$256M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$512K
3
+$499K
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$424K
5
IBDY icon
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
+$324K

Top Sells

1
+$425K
2
+$142K
3
+$131K
4
HD icon
Home Depot
HD
+$126K
5
PG icon
Procter & Gamble
PG
+$123K

Sector Composition

1 Technology 18.82%
2 Healthcare 8.81%
3 Financials 7.46%
4 Consumer Discretionary 6.95%
5 Consumer Staples 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.74K ﹤0.01%
225
352
$9.46K ﹤0.01%
50
353
$9.33K ﹤0.01%
112
354
$9.27K ﹤0.01%
250
355
$9.25K ﹤0.01%
569
356
$8.98K ﹤0.01%
800
357
$8.83K ﹤0.01%
50
358
$8.65K ﹤0.01%
855
359
$8.57K ﹤0.01%
538
360
$8.51K ﹤0.01%
87
361
$8.44K ﹤0.01%
150
362
$8.44K ﹤0.01%
100
-172
363
$8.39K ﹤0.01%
220
364
$8.06K ﹤0.01%
280
365
$8.03K ﹤0.01%
387
366
$7.89K ﹤0.01%
122
367
$7.83K ﹤0.01%
627
368
$7.78K ﹤0.01%
165
369
$7.78K ﹤0.01%
215
370
$7.75K ﹤0.01%
700
371
$7.71K ﹤0.01%
669
372
$7.65K ﹤0.01%
100
373
$7.42K ﹤0.01%
900
374
$7.32K ﹤0.01%
+458
375
$7.32K ﹤0.01%
100
13 14
15
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