ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
+8.68%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$152M
AUM Growth
+$152M
(+0.89%)
Cap. Flow
+$4.79M
Cap. Flow
% of AUM
3.14%
Top 10 Holdings %
Top 10 Hldgs %
44.22%
Holding
350
New
6
Increased
21
Reduced
92
Closed
11
Top Buys
| 1 |
Apple
AAPL
|
$6.75M |
| 2 |
Tesla
TSLA
|
$400K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$68.5K |
| 4 |
Procter & Gamble
PG
|
$36.8K |
| 5 |
Bristol-Myers Squibb
BMY
|
$28.3K |
Top Sells
| 1 |
Vanguard Russell 3000 ETF
VTHR
|
$506K |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$169K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$169K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$150K |
| 5 |
Abbott
ABT
|
$114K |
Sector Composition
| 1 | Technology | 16.48% |
| 2 | Healthcare | 9.07% |
| 3 | Consumer Staples | 8.48% |
| 4 | Consumer Discretionary | 8.36% |
| 5 | Industrials | 6.3% |
