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
126
$342K 0.11%
4,215
-400
127
$339K 0.11%
12,025
-1,000
128
$331K 0.1%
3,604
129
$328K 0.1%
12,600
130
$327K 0.1%
12,961
+571
131
$326K 0.1%
64,400
+14,800
132
$325K 0.1%
4,170
+333
133
$322K 0.1%
5,820
-473
134
$308K 0.1%
2,750
135
$307K 0.1%
11,840
-375
136
$295K 0.09%
4,450
137
$294K 0.09%
1,745
-1,027
138
$288K 0.09%
1,702
139
$286K 0.09%
13,129
+1,582
140
$285K 0.09%
19,750
-1,000
141
$275K 0.09%
4,437
142
$272K 0.08%
+5,981
143
$252K 0.08%
9,199
144
$248K 0.08%
6,098
145
$245K 0.08%
2,952
+230
146
$244K 0.08%
1,673
-12
147
$241K 0.07%
5,055
-10
148
$240K 0.07%
1,248
-150
149
$238K 0.07%
13,790
+1,080
150
$236K 0.07%
2,055
3 4 5
6
7