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
$214M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$441K
3
+$274K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$145K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$101K

Top Sells

1
+$481K
2
+$288K
3
+$168K
4
CP icon
Canadian Pacific Kansas City
CP
+$162K
5
NVDA icon
NVIDIA
NVDA
+$161K

Sector Composition

1 Technology 20.24%
2 Healthcare 10.58%
3 Consumer Staples 7.97%
4 Consumer Discretionary 7.49%
5 Industrials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.21K ﹤0.01%
100
427
$2.17K ﹤0.01%
55
428
$2.1K ﹤0.01%
+50
429
$2.04K ﹤0.01%
35
430
$2.04K ﹤0.01%
24
-26
431
$1.98K ﹤0.01%
5
-69
432
$1.97K ﹤0.01%
130
433
$1.87K ﹤0.01%
12
434
$1.85K ﹤0.01%
230
435
$1.51K ﹤0.01%
+100
436
$1.47K ﹤0.01%
12
437
$1.39K ﹤0.01%
16
438
$1.24K ﹤0.01%
40
439
$1.22K ﹤0.01%
20
440
$1.2K ﹤0.01%
30
441
$1.18K ﹤0.01%
184
-80
442
$1.16K ﹤0.01%
16
443
$996 ﹤0.01%
195
444
$994 ﹤0.01%
+47
445
$990 ﹤0.01%
450
446
$931 ﹤0.01%
40
447
$895 ﹤0.01%
20
448
$847 ﹤0.01%
+25
449
$784 ﹤0.01%
10
450
$719 ﹤0.01%
10
16 17
18
19 20