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
$198M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$102K
2
+$84K
3
+$76.8K
4
T icon
AT&T
T
+$65.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$61.3K

Top Sells

1
+$576K
2
+$159K
3
+$117K
4
AAPL icon
Apple
AAPL
+$108K
5
IAU icon
iShares Gold Trust
IAU
+$49K

Sector Composition

1 Technology 16.75%
2 Healthcare 9.1%
3 Consumer Discretionary 7.86%
4 Consumer Staples 7.19%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.87%
26,260
27
$1.66M 0.84%
31,324
+330
28
$1.65M 0.83%
75,704
+2,999
29
$1.6M 0.81%
14,222
+185
30
$1.56M 0.79%
5,748
-71
31
$1.56M 0.79%
11,118
32
$1.52M 0.77%
14,490
+137
33
$1.48M 0.75%
27,309
+61
34
$1.44M 0.73%
36,906
+447
35
$1.44M 0.73%
7,355
36
$1.42M 0.72%
6,000
37
$1.42M 0.72%
9,951
38
$1.36M 0.69%
6,127
+275
39
$1.31M 0.66%
20,730
-468
40
$1.3M 0.66%
5,662
-125
41
$1.27M 0.64%
4,435
42
$1.11M 0.56%
4,659
43
$1.1M 0.56%
4,559
-107
44
$1.08M 0.55%
5,463
-200
45
$1.06M 0.54%
1,217
46
$1.04M 0.53%
4,012
-27
47
$1.03M 0.52%
3,479
48
$1M 0.51%
21,318
-30
49
$999K 0.5%
2,495
+10
50
$961K 0.48%
3,559
+80
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