StockDriftsStockDriftsTop 50 AMG National Trust Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 9.01% | 638.0K | $414.9M | +8.55%(+50.27K) | $267.41(+177.59%) | 2026-03-31 | |
| IWR | ISHARES TR | 8.21% | 3.89M | $378.1M | +2.03%(+77.48K) | $34.94(+199.74%) | 2026-03-31 | |
| IWM | ISHARES TR | 4.63% | 860.5K | $213.4M | +4.60%(+37.84K) | $131.57(+114.84%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.43% | 341.3K | $203.9M | +7.85%(+24.85K) | $460.02(+48.34%) | 2026-03-31 | |
| IXUS | ISHARES TR | 3.24% | 1.72M | $149.2M | +6.87%(+110.69K) | $59.57(+60.47%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.53% | 1.58M | $116.6M | +10.45%(+149.85K) | $74.18(-1.35%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.33% | 164.3K | $107.3M | +26.46%(+34.38K) | $418.13(+78.35%) | 2026-03-31 | |
| LOW | LOWES COS INC | 2.26% | 439.6K | $103.9M | +2.63%(+11.27K) | $120.30(+83.26%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.18% | 396.5K | $100.6M | +19.49%(+64.66K) | $130.71(+128.65%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.02% | 290.4K | $93.2M | +5.21%(+14.39K) | $142.68(+155.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.92% | +40.17% |
| Top 20 Holdings Unweighted | +11.80% | +39.75% |
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