VF

Vista Finance Portfolio holdings

AUM $150M
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.5M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$6.42M
3
+$5.98M
4
PSQ icon
ProShares Short QQQ
PSQ
+$5.49M
5
TSLA icon
Tesla
TSLA
+$2.31M

Top Sells

1
+$7.54M
2
+$7.32M
3
+$4.23M
4
PRN icon
Invesco Dorsey Wright Industrials Momentum ETF
PRN
+$3.87M
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$3.81M

Sector Composition

1 Consumer Discretionary 7.72%
2 Technology 7.19%
3 Financials 6.46%
4 Communication Services 4.8%
5 Real Estate 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$642K 0.95%
4,735
+339
27
$635K 0.94%
8,153
-1,664
28
$613K 0.91%
6,176
-7,639
29
$609K 0.9%
7,270
30
$597K 0.88%
1,316
-85
31
$579K 0.86%
21,220
-15,300
32
$559K 0.83%
+12,210
33
$559K 0.83%
1,432
34
$523K 0.78%
23,885
35
$513K 0.76%
2,321
-288
36
$504K 0.75%
1,633
-2,822
37
$460K 0.68%
9,524
-2,193
38
$454K 0.67%
1,547
-1,467
39
$424K 0.63%
1,022
+547
40
$334K 0.49%
12,102
+27
41
$332K 0.49%
2,380
-320
42
$309K 0.46%
6,855
-336
43
$304K 0.45%
23,216
+3,959
44
$289K 0.43%
1,033
-116
45
$275K 0.41%
13,000
46
$262K 0.39%
2,612
-2,177
47
$261K 0.39%
5,394
48
$239K 0.35%
954
49
$217K 0.32%
+7,238
50
$215K 0.32%
3,585
-6,750
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