ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
1-Year Return
15.53%
This Quarter Return
-5.11%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$179M
AUM Growth
-$7.58M
(-4.1%)
Cap. Flow
+$3.13M
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
36.66%
Holding
501
New
37
Increased
142
Reduced
52
Closed
16
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$568K |
| 2 |
Bank of New York Mellon
BK
|
$404K |
| 3 |
Vanguard Russell 3000 ETF
VTHR
|
$355K |
| 4 |
Toronto Dominion Bank
TD
|
$218K |
| 5 |
Deere & Co
DE
|
$192K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$816K |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$217K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$191K |
| 4 |
Vanguard Financials ETF
VFH
|
$154K |
| 5 |
Tesla
TSLA
|
$137K |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 12.34% |
| 3 | Consumer Staples | 8.21% |
| 4 | Consumer Discretionary | 7.46% |
| 5 | Industrials | 7.15% |
