AWM

Altavista Wealth Management Portfolio holdings

AUM $496M
1-Year Est. Return 20.88%
This Quarter Est. Return
1 Year Est. Return
+20.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$9.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$1.15M
3
+$859K
4
GPN icon
Global Payments
GPN
+$679K
5
NBTB icon
NBT Bancorp
NBTB
+$655K

Top Sells

1
+$1.29M
2
+$570K
3
+$486K
4
XOM icon
Exxon Mobil
XOM
+$381K
5
TSS
Total System Services, Inc.
TSS
+$373K

Sector Composition

1 Technology 14.66%
2 Consumer Discretionary 10.21%
3 Consumer Staples 9.77%
4 Financials 9.55%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.47%
12,782
+2,270
52
$1.5M 0.47%
24,680
+400
53
$1.48M 0.46%
24,468
-246
54
$1.44M 0.45%
51,345
+1,382
55
$1.44M 0.45%
9,666
+306
56
$1.3M 0.41%
14,691
+25
57
$1.28M 0.4%
21,908
-600
58
$1.27M 0.39%
6,109
-10
59
$1.25M 0.39%
10,752
+1,500
60
$1.17M 0.36%
14,607
61
$1.15M 0.36%
20,129
+1,407
62
$1.1M 0.34%
5,679
-157
63
$1.09M 0.34%
3,739
+50
64
$1.07M 0.33%
15,977
-850
65
$991K 0.31%
34,691
+6,924
66
$955K 0.3%
36,978
-705
67
$918K 0.29%
11,314
68
$915K 0.28%
25,485
69
$914K 0.28%
11,517
-900
70
$910K 0.28%
16,972
+400
71
$904K 0.28%
5,358
-65
72
$902K 0.28%
11,170
-900
73
$883K 0.27%
16,011
74
$862K 0.27%
7,552
+1,528
75
$855K 0.27%
11,257
+360
1 2
3
4 5