ATC

Adirondack Trust Company Portfolio holdings

AUM $298M
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$447K
3
+$394K
4
TD icon
Toronto Dominion Bank
TD
+$231K
5
DE icon
Deere & Co
DE
+$197K

Top Sells

1
+$857K
2
+$236K
3
+$207K
4
VFH icon
Vanguard Financials ETF
VFH
+$154K
5
TSLA icon
Tesla
TSLA
+$144K

Sector Composition

1 Technology 16%
2 Healthcare 12.34%
3 Consumer Staples 8.21%
4 Consumer Discretionary 7.46%
5 Industrials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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