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
$245M
AUM Growth
+$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$568K
2
+$205K
3
+$178K
4
GEV icon
GE Vernova
GEV
+$170K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$165K

Top Sells

1
+$686K
2
+$584K
3
+$126K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$98.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$85K

Sector Composition

1 Technology 21.78%
2 Healthcare 9.37%
3 Consumer Staples 7.16%
4 Consumer Discretionary 6.99%
5 Financials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.77K ﹤0.01%
340
377
$7.52K ﹤0.01%
550
378
$7.47K ﹤0.01%
215
379
$7.41K ﹤0.01%
100
380
$7.33K ﹤0.01%
300
381
$7.13K ﹤0.01%
150
382
$6.89K ﹤0.01%
272
383
$6.8K ﹤0.01%
100
384
$6.54K ﹤0.01%
585
385
$6.51K ﹤0.01%
58
386
$6.51K ﹤0.01%
91
387
$6.44K ﹤0.01%
75
388
$6.42K ﹤0.01%
113
389
$6.33K ﹤0.01%
270
390
$6.14K ﹤0.01%
52
391
$6K ﹤0.01%
150
392
$5.95K ﹤0.01%
600
393
$5.75K ﹤0.01%
54
394
$5.69K ﹤0.01%
95
395
$5.58K ﹤0.01%
65
396
$5.53K ﹤0.01%
165
397
$5.27K ﹤0.01%
100
398
$5.24K ﹤0.01%
116
399
$5.21K ﹤0.01%
135
400
$5.21K ﹤0.01%
50
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