ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
1-Year Return
15.53%
This Quarter Return
+10.8%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$231M
AUM Growth
+$31M
(+15%)
Cap. Flow
-$963K
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
38.27%
Holding
523
New
38
Increased
71
Reduced
141
Closed
27
Top Buys
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.25M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$688K |
| 3 |
Apple
AAPL
|
$511K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$458K |
| 5 |
Parker-Hannifin
PH
|
$248K |
Sector Composition
| 1 | Technology | 20.54% |
| 2 | Healthcare | 10.13% |
| 3 | Consumer Discretionary | 7.7% |
| 4 | Financials | 7.18% |
| 5 | Consumer Staples | 6.84% |
