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
426
$2.95K ﹤0.01%
27
427
$2.87K ﹤0.01%
15
428
$2.78K ﹤0.01%
100
429
$2.77K ﹤0.01%
361
430
$2.72K ﹤0.01%
30
431
$2.69K ﹤0.01%
115
432
$2.64K ﹤0.01%
20
433
$2.54K ﹤0.01%
8
434
$2.5K ﹤0.01%
135
435
$2.5K ﹤0.01%
+7
436
$2.5K ﹤0.01%
161
437
$2.38K ﹤0.01%
150
438
$2.37K ﹤0.01%
19
439
$2.35K ﹤0.01%
31
440
$2.33K ﹤0.01%
+17
441
$2.29K ﹤0.01%
43
442
$2.28K ﹤0.01%
264
-325
443
$2.27K ﹤0.01%
17
444
$2.21K ﹤0.01%
12
445
$2.2K ﹤0.01%
200
446
$2.2K ﹤0.01%
55
447
$2.17K ﹤0.01%
194
448
$2.08K ﹤0.01%
+35
449
$1.98K ﹤0.01%
130
450
$1.93K ﹤0.01%
35
-16,400
16 17
18
19 20