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
$152M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$68.5K
2
+$36.8K
3
+$28.3K
4
BND icon
Vanguard Total Bond Market
BND
+$25.1K
5
TSLA icon
Tesla
TSLA
+$24.4K

Top Sells

1
+$506K
2
+$169K
3
+$169K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$150K
5
ABT icon
Abbott
ABT
+$114K

Sector Composition

1 Technology 16.48%
2 Healthcare 9.07%
3 Consumer Staples 8.48%
4 Consumer Discretionary 8.36%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.91%
5,285
-55
27
$1.37M 0.9%
26,260
-515
28
$1.31M 0.86%
11,608
29
$1.3M 0.85%
26,344
-140
30
$1.28M 0.84%
8,619
31
$1.2M 0.78%
10,169
-200
32
$1.17M 0.77%
13,377
-100
33
$1.15M 0.76%
7,405
34
$1.13M 0.74%
32,336
-95
35
$1.1M 0.72%
27,871
-363
36
$1.01M 0.66%
4,435
37
$997K 0.65%
5,852
38
$944K 0.62%
12,235
-10
39
$928K 0.61%
27,034
-987
40
$892K 0.59%
4,279
-76
41
$880K 0.58%
20,376
-3,906
42
$868K 0.57%
12,056
-750
43
$822K 0.54%
5,552
44
$820K 0.54%
5,873
45
$810K 0.53%
17,373
-1,500
46
$748K 0.49%
3,920
+6
47
$740K 0.49%
28,605
48
$736K 0.48%
6,306
-100
49
$720K 0.47%
6,617
-1,050
50
$718K 0.47%
3,179
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