AWM
Altavista Wealth Management Portfolio holdings
AUM
$496M
This Quarter Return
+3.23%
1 Year Return
+20.88%
3 Year Return
+80.59%
5 Year Return
+111.76%
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(+4.6%)
Cap. Flow
+$3.98M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
29.36%
Holding
142
New
16
Increased
62
Reduced
43
Closed
5
Top Buys
| 1 |
Lowe's Companies
LOW
|
$551K |
| 2 |
Toro Company
TTC
|
$496K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$455K |
| 4 |
PepsiCo
PEP
|
$433K |
| 5 |
Exxon Mobil
XOM
|
$379K |
Top Sells
| 1 |
NLY.PRA.CL
Annaly Capital Management
NLY.PRA.CL
|
$977K |
| 2 |
General Mills
GIS
|
$882K |
| 3 |
UnitedHealth
UNH
|
$815K |
| 4 |
ASBB
ASB Bancorp Inc
ASBB
|
$553K |
| 5 |
Target
TGT
|
$523K |
Sector Composition
| 1 | Technology | 16.68% |
| 2 | Healthcare | 13.78% |
| 3 | Financials | 11.77% |
| 4 | Consumer Staples | 10.74% |
| 5 | Consumer Discretionary | 8.97% |
