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
$333M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.78M
3
+$3.69M
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$2.35M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$929K

Top Sells

1
+$39.2M
2
+$20M
3
+$13.6M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$5.88M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.47M

Sector Composition

1 Financials 3.33%
2 Consumer Discretionary 2.75%
3 Healthcare 0.91%
4 Technology 0.84%
5 Communication Services 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
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