ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
+4.39%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$131M
AUM Growth
+$5.4M
(+4.3%)
Cap. Flow
+$206K
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
41.5%
Holding
344
New
32
Increased
75
Reduced
64
Closed
2
Top Buys
| 1 |
Amazon
AMZN
|
$620K |
| 2 |
CELG
Celgene Corp
CELG
|
$238K |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$70K |
| 4 |
International Paper
IP
|
$58.3K |
| 5 |
Blackstone
BX
|
$57K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$514K |
| 2 |
Gilead Sciences
GILD
|
$114K |
| 3 |
AGN
ALLERGAN INC
AGN
|
$111K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$103K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$101K |
Sector Composition
| 1 | Healthcare | 10.51% |
| 2 | Industrials | 9.69% |
| 3 | Technology | 9.68% |
| 4 | Consumer Staples | 8.53% |
| 5 | Energy | 8.31% |
