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
$68.6M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$1.38M
3 +$1.28M
4
CVX icon
Chevron
CVX
+$1.23M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.19M

Top Sells

1 +$3.53M
2 +$1.8M
3 +$257K
4
MSFT icon
Microsoft
MSFT
+$232K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$224K

Sector Composition

1 Energy 3.66%
2 Healthcare 1.76%
3 Communication Services 1.32%
4 Technology 1.31%
5 Consumer Discretionary 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-682
27
-28,705
28
-935