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
51
$941K 0.47%
11,568
-56
52
$931K 0.47%
6,306
53
$925K 0.47%
6,835
-40
54
$917K 0.46%
5,935
+25
55
$909K 0.46%
10,900
-25
56
$909K 0.46%
3,888
+19
57
$869K 0.44%
6,203
+220
58
$856K 0.43%
16,611
59
$812K 0.41%
13,432
+310
60
$811K 0.41%
3,579
+150
61
$810K 0.41%
10,265
-162
62
$784K 0.4%
6,762
63
$780K 0.39%
13,037
-40
64
$757K 0.38%
3,160
65
$741K 0.37%
8,634
+228
66
$723K 0.36%
5,076
67
$696K 0.35%
8,943
-152
68
$686K 0.35%
16,649
69
$612K 0.31%
3,687
-54
70
$610K 0.31%
6,343
71
$600K 0.3%
2,531
72
$596K 0.3%
1,507
73
$572K 0.29%
2,948
-50
74
$566K 0.29%
1,605
+55
75
$561K 0.28%
2,556
1 2
3
4 5