ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
1-Year Return
15.53%
This Quarter Return
+6.82%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$148M
AUM Growth
+$6.52M
(+4.6%)
Cap. Flow
-$2.22M
Cap. Flow
% of AUM
-1.49%
Top 10 Holdings %
Top 10 Hldgs %
41.19%
Holding
355
New
21
Increased
64
Reduced
95
Closed
9
Top Buys
| 1 |
SPDR S&P Biotech ETF
XBI
|
$240K |
| 2 |
AT&T
T
|
$239K |
| 3 |
JPMorgan Chase
JPM
|
$229K |
| 4 |
Bank of America
BAC
|
$181K |
| 5 |
Morgan Stanley
MS
|
$169K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.66M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$204K |
| 3 |
Amazon
AMZN
|
$184K |
| 4 |
Vanguard Total Bond Market
BND
|
$144K |
| 5 |
Microsoft
MSFT
|
$137K |
Sector Composition
| 1 | Technology | 10.77% |
| 2 | Healthcare | 9.21% |
| 3 | Industrials | 8.84% |
| 4 | Consumer Staples | 6.76% |
| 5 | Consumer Discretionary | 6.37% |