PV
Private Vista Portfolio holdings
AUM
$207M
This Quarter Return
-0.39%
1 Year Return
-1.59%
3 Year Return
+10.11%
5 Year Return
–
10 Year Return
–
AUM
$377M
AUM Growth
+$377M
(-5.6%)
Cap. Flow
-$18.9M
Cap. Flow
% of AUM
-5%
Top 10 Holdings %
Top 10 Hldgs %
61.82%
Holding
167
New
15
Increased
69
Reduced
38
Closed
16
Top Buys
| 1 |
Stryker
SYK
|
$1.05M |
| 2 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$1.01M |
| 3 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$894K |
| 4 |
PepsiCo
PEP
|
$843K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$711K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 5.27% |
| 2 | Financials | 3.82% |
| 3 | Technology | 2.38% |
| 4 | Industrials | 2.33% |
| 5 | Healthcare | 1.76% |
