ATC
Adirondack Trust Company Portfolio holdings
AUM
$275M
This Quarter Return
-0.29%
1 Year Return
+15.53%
3 Year Return
+72.21%
5 Year Return
+122.25%
10 Year Return
+250.85%
AUM
$210M
AUM Growth
+$210M
(+6.1%)
Cap. Flow
+$5.21M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
40.56%
Holding
429
New
23
Increased
75
Reduced
76
Closed
14
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.53M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.22M |
| 3 |
CSX Corp
CSX
|
$648K |
| 4 |
Arrow Financial
AROW
|
$575K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$399K |
Top Sells
| 1 |
Vanguard Russell 3000 ETF
VTHR
|
$397K |
| 2 |
GE Aerospace
GE
|
$384K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$317K |
| 4 |
Apple
AAPL
|
$313K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$217K |
Sector Composition
| 1 | Technology | 17.2% |
| 2 | Healthcare | 8.96% |
| 3 | Consumer Discretionary | 7.96% |
| 4 | Consumer Staples | 7.16% |
| 5 | Industrials | 6.13% |
