ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
+11.1%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$210M
AUM Growth
+$210M
(-0.28%)
Cap. Flow
-$9.2M
Cap. Flow
% of AUM
-4.39%
Top 10 Holdings %
Top 10 Hldgs %
39.65%
Holding
450
New
35
Increased
46
Reduced
86
Closed
18
Top Buys
| 1 |
Vanguard Russell 2000 ETF
VTWO
|
$229K |
| 2 |
iShares TIPS Bond ETF
TIP
|
$146K |
| 3 |
Ford
F
|
$51.3K |
| 4 |
Pfizer
PFE
|
$36.6K |
| 5 |
Arista Networks
ANET
|
$26.3K |
Top Sells
| 1 |
Vanguard Russell 3000 ETF
VTHR
|
$3.26M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.19M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.03M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$730K |
| 5 |
AT&T
T
|
$344K |
Sector Composition
| 1 | Technology | 18.94% |
| 2 | Healthcare | 9.51% |
| 3 | Consumer Discretionary | 8.21% |
| 4 | Consumer Staples | 7.63% |
| 5 | Industrials | 6.04% |
