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
76
$846K 0.26%
7,077
+464
77
$819K 0.25%
29,244
-20,349
78
$818K 0.25%
31,030
-1,150
79
$801K 0.25%
15,871
+268
80
$776K 0.24%
29,689
-490
81
$743K 0.23%
13,656
-664
82
$720K 0.22%
11,820
-620
83
$705K 0.22%
17,236
-120
84
$679K 0.21%
+4,273
85
$673K 0.21%
5,930
+3,672
86
$665K 0.21%
11,227
-2,341
87
$655K 0.2%
+17,897
88
$614K 0.19%
23,845
-400
89
$595K 0.19%
9,132
-550
90
$586K 0.18%
8,000
91
$578K 0.18%
1,947
92
$572K 0.18%
10,721
93
$567K 0.18%
10,568
+1,000
94
$566K 0.18%
10,280
+3,000
95
$548K 0.17%
7,190
-500
96
$542K 0.17%
20,697
-800
97
$530K 0.16%
10,408
-6,382
98
$521K 0.16%
6,230
99
$516K 0.16%
6,003
-556
100
$507K 0.16%
+5,570
2 3
4
5 6