ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
+2.83%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$135M
AUM Growth
+$135M
(+6.6%)
Cap. Flow
+$203K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
41.27%
Holding
384
New
21
Increased
36
Reduced
47
Closed
5
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$183K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$181K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$55.6K |
| 4 |
Valero Energy
VLO
|
$32.3K |
| 5 |
Schlumberger
SLB
|
$25.9K |
Top Sells
| 1 |
Stryker
SYK
|
$47.2K |
| 2 |
Johnson & Johnson
JNJ
|
$36.8K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$30.9K |
| 4 |
Procter & Gamble
PG
|
$28.4K |
| 5 |
GE Aerospace
GE
|
$25.4K |
Sector Composition
| 1 | Healthcare | 11.02% |
| 2 | Industrials | 9.38% |
| 3 | Technology | 9.38% |
| 4 | Consumer Staples | 9.05% |
| 5 | Energy | 6.33% |
