ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
+1.4%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$125M
AUM Growth
+$125M
(+1.6%)
Cap. Flow
+$640K
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
42.07%
Holding
319
New
18
Increased
30
Reduced
76
Closed
7
Top Buys
| 1 |
Vanguard Russell 3000 ETF
VTHR
|
$5.36M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$1.36M |
| 3 |
Exxon Mobil
XOM
|
$706K |
| 4 |
AT&T
T
|
$295K |
| 5 |
IBM
IBM
|
$278K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.26M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$978K |
| 3 |
iShares S&P 100 ETF
OEF
|
$675K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$489K |
| 5 |
Deere & Co
DE
|
$477K |
Sector Composition
| 1 | Healthcare | 10.56% |
| 2 | Industrials | 9.72% |
| 3 | Technology | 9.48% |
| 4 | Consumer Staples | 8.69% |
| 5 | Energy | 7.88% |
