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
$71.1M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.54M
3
+$1.4M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$718K

Top Sells

1
+$5.59M
2
+$3.64M
3
+$2.14M
4
KBA icon
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
+$1.39M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.36M

Sector Composition

1 Healthcare 1.69%
2 Communication Services 1.64%
3 Industrials 1.39%
4 Technology 0.71%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,062
27
– –
-45,741
28
– –
-90,616
29
– –
-2,140
1
2