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
101
$489K 0.15%
12,660
+975
102
$473K 0.15%
3,405
103
$469K 0.15%
5,367
-150
104
$459K 0.14%
9,058
105
$436K 0.14%
16,720
-1,430
106
$431K 0.13%
12,300
107
$428K 0.13%
4,575
108
$427K 0.13%
9,591
-979
109
$418K 0.13%
2,500
110
$413K 0.13%
4,827
111
$404K 0.13%
1,079
+428
112
$403K 0.13%
7,200
113
$402K 0.13%
2,924
-299
114
$396K 0.12%
14,350
+950
115
$394K 0.12%
3,052
+190
116
$389K 0.12%
+3,155
117
$372K 0.12%
6,022
+1,984
118
$371K 0.12%
4,577
+600
119
$369K 0.11%
7,145
+1,345
120
$366K 0.11%
12,957
+1,120
121
$360K 0.11%
5,055
-12
122
$359K 0.11%
4,747
123
$345K 0.11%
3,832
+1,085
124
$343K 0.11%
1,645
-70
125
$342K 0.11%
2,409
3 4
5
6 7