PV

Private Vista Portfolio holdings

AUM $207M
1-Year Est. Return 1.59%
This Quarter Est. Return
1 Year Est. Return
-1.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$222K
2 +$203K
3 +$141K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$50K
5
ITW icon
Illinois Tool Works
ITW
+$44.6K

Sector Composition

1 Consumer Discretionary 0.95%
2 Financials 0.57%
3 Communication Services 0.56%
4 Industrials 0.53%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$25K 0.01%
+1,530
77
$17K ﹤0.01%
+1,060
78
-6,480