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
401
$4.79K ﹤0.01%
50
402
$4.72K ﹤0.01%
40
403
$4.59K ﹤0.01%
65
404
$4.49K ﹤0.01%
50
405
$4.4K ﹤0.01%
23
406
$4.38K ﹤0.01%
2,500
407
$4.16K ﹤0.01%
137
408
$4.07K ﹤0.01%
250
409
$4.04K ﹤0.01%
324
-582
410
$3.99K ﹤0.01%
200
411
$3.98K ﹤0.01%
50
412
$3.94K ﹤0.01%
100
413
$3.93K ﹤0.01%
35
414
$3.9K ﹤0.01%
150
415
$3.82K ﹤0.01%
+42
416
$3.79K ﹤0.01%
955
417
$3.78K ﹤0.01%
25
418
$3.56K ﹤0.01%
925
419
$3.52K ﹤0.01%
600
420
$3.5K ﹤0.01%
15
421
$3.43K ﹤0.01%
100
422
$3.34K ﹤0.01%
10
423
$3.09K ﹤0.01%
880
424
$3.07K ﹤0.01%
70
425
$3K ﹤0.01%
50
15 16
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18 19