ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
+2.23%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$142M
AUM Growth
+$142M
(+0.93%)
Cap. Flow
-$1.14M
Cap. Flow
% of AUM
-0.8%
Top 10 Holdings %
Top 10 Hldgs %
42.43%
Holding
344
New
10
Increased
73
Reduced
48
Closed
10
Top Buys
| 1 |
AT&T
T
|
$90.3K |
| 2 |
Intel
INTC
|
$60.4K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$50.9K |
| 4 |
General Dynamics
GD
|
$49.7K |
| 5 |
Microsoft
MSFT
|
$48.8K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$701K |
| 2 |
Vanguard Russell 3000 ETF
VTHR
|
$333K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$197K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$143K |
| 5 |
Vanguard Total Bond Market
BND
|
$143K |
Sector Composition
| 1 | Technology | 10.2% |
| 2 | Healthcare | 8.7% |
| 3 | Industrials | 8.47% |
| 4 | Consumer Staples | 6.86% |
| 5 | Consumer Discretionary | 6.19% |
