ATC

Adirondack Trust Company Portfolio holdings

AUM $304M
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$328K
3
+$195K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$158K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$133K

Top Sells

1
+$86.9K
2
+$76K
3
+$73.3K
4
MMM icon
3M
MMM
+$62.9K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$62.6K

Sector Composition

1 Healthcare 11.15%
2 Industrials 9.08%
3 Consumer Staples 8.78%
4 Technology 8.56%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
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