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
$46.8M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.54M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$233K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$100K

Top Sells

1
+$8.79M
2
+$2.77M
3
+$2.3M
4
SJB icon
ProShares Short High Yield
SJB
+$2.11M
5
XOM icon
Exxon Mobil
XOM
+$1.28M

Sector Composition

1 Technology 2.67%
2 Healthcare 2.17%
3 Consumer Discretionary 1.8%
4 Materials 1.17%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-10,915
27
– –
-2,150
28
– –
-16,000
1
2