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
51
$709K 0.47%
13,087
-160
52
$697K 0.46%
4,426
53
$674K 0.44%
16,476
+42
54
$669K 0.44%
3,348
+35
55
$668K 0.44%
5,320
56
$665K 0.44%
5,722
-15
57
$647K 0.42%
5,805
58
$607K 0.4%
7,680
-26
59
$604K 0.4%
2,499
60
$603K 0.4%
2,655
-10
61
$570K 0.37%
1,012
62
$569K 0.37%
9,745
-115
63
$496K 0.33%
1,397
64
$494K 0.32%
3,456
+171
65
$494K 0.32%
2,279
-21
66
$483K 0.32%
2,913
-310
67
$482K 0.32%
3,598
-86
68
$469K 0.31%
7,158
-100
69
$454K 0.3%
7,131
-776
70
$451K 0.3%
12,132
-160
71
$437K 0.29%
5,084
72
$417K 0.27%
12,875
73
$394K 0.26%
7,599
-285
74
$391K 0.26%
11,903
-1,335
75
$382K 0.25%
1,225
1 2
3
4 5