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
$198M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$102K
2
+$84K
3
+$76.8K
4
T icon
AT&T
T
+$65.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$61.3K

Top Sells

1
+$576K
2
+$159K
3
+$117K
4
AAPL icon
Apple
AAPL
+$108K
5
IAU icon
iShares Gold Trust
IAU
+$49K

Sector Composition

1 Technology 16.75%
2 Healthcare 9.1%
3 Consumer Discretionary 7.86%
4 Consumer Staples 7.19%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
20
377
$2K ﹤0.01%
65
378
$2K ﹤0.01%
100
379
$2K ﹤0.01%
65
380
$2K ﹤0.01%
+35
381
$2K ﹤0.01%
55
-150
382
$2K ﹤0.01%
+100
383
$2K ﹤0.01%
10
384
$2K ﹤0.01%
12
385
$2K ﹤0.01%
161
386
$1K ﹤0.01%
+12
387
$1K ﹤0.01%
+90
388
$1K ﹤0.01%
20
389
$1K ﹤0.01%
+55
390
$1K ﹤0.01%
10
391
$1K ﹤0.01%
+100
392
$1K ﹤0.01%
+25
393
$1K ﹤0.01%
12
394
$1K ﹤0.01%
10
395
$1K ﹤0.01%
+110
396
$1K ﹤0.01%
100
397
$1K ﹤0.01%
30
398
$1K ﹤0.01%
+4
399
$1K ﹤0.01%
148
-3
400
$1K ﹤0.01%
+16
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