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
176
$34K 0.02%
160
177
$34K 0.02%
605
178
$33K 0.02%
400
179
$33K 0.02%
591
-154
180
$32K 0.02%
940
-50
181
$31K 0.02%
150
182
$30K 0.02%
500
183
$29K 0.02%
310
184
$29K 0.02%
200
185
$29K 0.02%
4,800
186
$28K 0.02%
65
187
$26K 0.02%
475
188
$26K 0.02%
200
189
$25K 0.02%
440
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$25K 0.02%
912
191
$25K 0.02%
99
+46
192
$24K 0.02%
775
193
$24K 0.02%
235
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$23K 0.02%
+130
195
$23K 0.02%
523
-65
196
$23K 0.02%
93
197
$22K 0.01%
343
198
$22K 0.01%
469
199
$21K 0.01%
210
200
$21K 0.01%
90
6 7
8
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