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
201
$21K 0.01%
354
+46
202
$20K 0.01%
88
203
$20K 0.01%
100
204
$19K 0.01%
1,100
205
$18K 0.01%
134
206
$18K 0.01%
628
207
$18K 0.01%
100
208
$17K 0.01%
465
209
$17K 0.01%
268
-210
210
$17K 0.01%
680
-305
211
$16K 0.01%
307
212
$16K 0.01%
125
213
$16K 0.01%
215
+15
214
$16K 0.01%
95
215
$16K 0.01%
4,397
-590
216
$15K 0.01%
24
-25
217
$15K 0.01%
1,500
218
$15K 0.01%
340
219
$15K 0.01%
150
220
$15K 0.01%
1,110
221
$15K 0.01%
100
222
$14K 0.01%
675
223
$14K 0.01%
60
224
$14K 0.01%
220
225
$13K 0.01%
200
7 8
9
10 11