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
376
$6.38K ﹤0.01%
550
377
$6.36K ﹤0.01%
150
378
$6.25K ﹤0.01%
95
379
$6.19K ﹤0.01%
330
380
$6.01K ﹤0.01%
100
381
$5.95K ﹤0.01%
+122
382
$5.91K ﹤0.01%
675
383
$5.86K ﹤0.01%
340
384
$5.82K ﹤0.01%
130
385
$5.78K ﹤0.01%
510
386
$5.5K ﹤0.01%
310
387
$5.5K ﹤0.01%
135
388
$5.46K ﹤0.01%
100
389
$5.36K ﹤0.01%
116
390
$5.29K ﹤0.01%
101
391
$5.27K ﹤0.01%
36
392
$5.24K ﹤0.01%
264
393
$5.16K ﹤0.01%
45
394
$5.15K ﹤0.01%
19
395
$5.01K ﹤0.01%
505
396
$5K ﹤0.01%
55
397
$4.99K ﹤0.01%
300
398
$4.96K ﹤0.01%
75
399
$4.89K ﹤0.01%
65
400
$4.88K ﹤0.01%
494
14 15
16
17 18