ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
1-Year Return
15.53%
This Quarter Return
+0.59%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$134M
AUM Growth
+$100K
(+0.07%)
Cap. Flow
-$81.7K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
40.25%
Holding
375
New
37
Increased
96
Reduced
50
Closed
16
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$514K |
| 2 |
AbbVie
ABBV
|
$100K |
| 3 |
Blackstone
BX
|
$74K |
| 4 |
FedEx
FDX
|
$69.6K |
| 5 |
MetLife
MET
|
$52.3K |
Top Sells
| 1 |
Viatris
VTRS
|
$397K |
| 2 |
Medtronic
MDT
|
$277K |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$274K |
| 4 |
American Express
AXP
|
$207K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$176K |
Sector Composition
| 1 | Healthcare | 11.24% |
| 2 | Industrials | 9.85% |
| 3 | Technology | 9.85% |
| 4 | Consumer Staples | 8.75% |
| 5 | Energy | 7.09% |
