ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
1-Year Return
15.53%
This Quarter Return
+6.46%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$198M
AUM Growth
+$10.4M
(+5.6%)
Cap. Flow
-$596K
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
40.44%
Holding
413
New
16
Increased
51
Reduced
56
Closed
7
Top Buys
| 1 |
Vanguard Russell 2000 ETF
VTWO
|
$102K |
| 2 |
Rio Tinto
RIO
|
$84K |
| 3 |
NVIDIA
NVDA
|
$76.8K |
| 4 |
AT&T
T
|
$65.2K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$61.3K |
Top Sells
| 1 |
CSX Corp
CSX
|
$576K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$159K |
| 3 |
Amazon
AMZN
|
$117K |
| 4 |
Apple
AAPL
|
$108K |
| 5 |
iShares Gold Trust
IAU
|
$49K |
Sector Composition
| 1 | Technology | 16.75% |
| 2 | Healthcare | 9.1% |
| 3 | Consumer Discretionary | 7.86% |
| 4 | Consumer Staples | 7.19% |
| 5 | Industrials | 6.45% |
