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
$162M
AUM Growth
+$30K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$468K
3
+$352K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$344K
5
OXY icon
Occidental Petroleum
OXY
+$275K

Top Sells

1
+$484K
2
+$416K
3
+$398K
4
KMI icon
Kinder Morgan
KMI
+$351K
5
CFR icon
Cullen/Frost Bankers
CFR
+$240K

Sector Composition

1 Technology 18.6%
2 Healthcare 14.06%
3 Consumer Staples 12.82%
4 Financials 11.65%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.13%
2,000
-600
102
– –
-1,542
103
– –
-3,440
104
– –
-6,544
105
– –
-3,848
106
– –
-8,202
107
– –
-2,546
108
– –
-9,287
109
– –
-3,810
1 2 3 4
5