ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
-3.29%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$200M
AUM Growth
+$200M
(-6.4%)
Cap. Flow
+$263K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
37.45%
Holding
496
New
35
Increased
63
Reduced
95
Closed
11
Top Buys
Top Sells
| 1 |
NVIDIA
NVDA
|
$807K |
| 2 |
iShares TIPS Bond ETF
TIP
|
$650K |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$296K |
| 4 |
Nuveen ESG Small-Cap ETF
NUSC
|
$296K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$194K |
Sector Composition
| 1 | Technology | 19.57% |
| 2 | Healthcare | 10.98% |
| 3 | Consumer Staples | 7.82% |
| 4 | Consumer Discretionary | 7.37% |
| 5 | Industrials | 7.23% |
