ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
+3.18%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$140M
AUM Growth
+$140M
(+4.2%)
Cap. Flow
+$1.9M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
41.2%
Holding
429
New
50
Increased
43
Reduced
106
Closed
27
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$534K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$328K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$195K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$158K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$133K |
Top Sells
| 1 |
Home Depot
HD
|
$86.9K |
| 2 |
Johnson & Johnson
JNJ
|
$76K |
| 3 |
ConocoPhillips
COP
|
$73.3K |
| 4 |
3M
MMM
|
$63K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$62.6K |
Sector Composition
| 1 | Healthcare | 11.15% |
| 2 | Industrials | 9.08% |
| 3 | Consumer Staples | 8.78% |
| 4 | Technology | 8.56% |
| 5 | Energy | 6.37% |
