ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
1-Year Return
15.53%
This Quarter Return
+11.49%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$239M
AUM Growth
+$7.5M
(+3.2%)
Cap. Flow
-$3.51M
Cap. Flow
% of AUM
-1.47%
Top 10 Holdings %
Top 10 Hldgs %
37.8%
Holding
509
New
13
Increased
57
Reduced
93
Closed
5
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.9M |
| 2 |
NVIDIA
NVDA
|
$276K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$141K |
| 4 |
Blackrock
BLK
|
$108K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$77.9K |
Sector Composition
| 1 | Technology | 20.03% |
| 2 | Healthcare | 9.92% |
| 3 | Consumer Discretionary | 7.37% |
| 4 | Consumer Staples | 7.26% |
| 5 | Financials | 7.2% |
