ARS
Adirondack Retirement Specialists Portfolio holdings
AUM
$129M
1-Year Est. Return
19.73%
1 Year Est. Return
+19.73%
AUM
$127M
AUM Growth
+$7.37M
(+6.1%)
Holding
172
Top Buys
| 1 | +$8.41M | |
| 2 | +$2.1M | |
| 3 | +$2.09M | |
| 4 |
The Bancorp
TBBK
|
+$1.52M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.05M |
Top Sells
| 1 | +$3.26M | |
| 2 | +$1.93M | |
| 3 | +$1.32M | |
| 4 |
XPEL
XPEL
|
+$893K |
| 5 |
IDT Corp
IDT
|
+$262K |
Sector Composition
| 1 | Financials | 26.1% |
| 2 | Consumer Discretionary | 14.82% |
| 3 | Technology | 12.32% |
| 4 | Communication Services | 11.51% |
| 5 | Industrials | 7.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Procter & Gamble
PG
$338B
| – | – |
-109
|
|
||
152
Polaris
PII
$3.91B
| – | – |
-100
|
|
||
153
Invesco S&P 500 Equal Weight ETF
RSP
$75.9B
| – | – |
-100
|
|
||
154
AT&T
T
$170B
| – | – |
-3,676
|
|
||
155
Toronto Dominion Bank
TD
$157B
| – | – |
-1,952
|
|
||
156
Trupanion
TRUP
$1.63B
| – | – |
-47
|
|