ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
+10.13%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$193M
AUM Growth
+$193M
(+8%)
Cap. Flow
-$1.06M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
34.87%
Holding
492
New
7
Increased
71
Reduced
66
Closed
13
Top Buys
| 1 |
Vanguard Russell 3000 ETF
VTHR
|
$152K |
| 2 |
Air Products & Chemicals
APD
|
$44.1K |
| 3 |
Home Depot
HD
|
$41.4K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$39.4K |
| 5 |
American Electric Power
AEP
|
$38K |
Top Sells
| 1 |
Pfizer
PFE
|
$277K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$271K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$214K |
| 4 |
iShares Select Dividend ETF
DVY
|
$121K |
| 5 |
Microsoft
MSFT
|
$106K |
Sector Composition
| 1 | Technology | 15.12% |
| 2 | Healthcare | 12.6% |
| 3 | Consumer Staples | 8.57% |
| 4 | Industrials | 8.07% |
| 5 | Financials | 7.51% |
