ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
-0.41%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$134M
AUM Growth
+$134M
(+0.3%)
Cap. Flow
+$1.55M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
40.28%
Holding
368
New
9
Increased
91
Reduced
60
Closed
11
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$878K |
| 2 |
Starbucks
SBUX
|
$137K |
| 3 |
Vanguard Total Bond Market
BND
|
$130K |
| 4 |
IBM
IBM
|
$114K |
| 5 |
Apple
AAPL
|
$93.4K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$163K |
| 2 |
Amazon
AMZN
|
$125K |
| 3 |
McDonald's
MCD
|
$63.7K |
| 4 |
Johnson & Johnson
JNJ
|
$52.1K |
| 5 |
Bristol-Myers Squibb
BMY
|
$50.2K |
Sector Composition
| 1 | Healthcare | 11.5% |
| 2 | Technology | 9.9% |
| 3 | Industrials | 9.6% |
| 4 | Consumer Staples | 8.42% |
| 5 | Energy | 6.9% |
