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
$343M
AUM Growth
-$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$3.55M
3
+$3.4M
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$1.92M
5
CBOE icon
Cboe Global Markets
CBOE
+$209K

Top Sells

1
+$7.71M
2
+$7.2M
3
+$6.41M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$6.1M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$4.97M

Sector Composition

1 Consumer Discretionary 1.05%
2 Financials 0.73%
3 Communication Services 0.57%
4 Healthcare 0.53%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-178,158
77
– –
-92,776
78
– –
-15,300
79
– –
-1,530
1 2 3
4