VF
Vista Finance Portfolio holdings
AUM
$116M
This Quarter Return
+8.23%
1 Year Return
+18.82%
3 Year Return
+17.66%
5 Year Return
–
10 Year Return
–
AUM
$73.8M
AUM Growth
+$73.8M
(+13%)
Cap. Flow
+$3.91M
Cap. Flow
% of AUM
5.3%
Top 10 Holdings %
Top 10 Hldgs %
82.63%
Holding
27
New
4
Increased
9
Reduced
12
Closed
–
Top Buys
Top Sells
| 1 |
ProShares Short QQQ
PSQ
|
$970K |
| 2 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
$367K |
| 3 |
SPDR Gold Trust
GLD
|
$208K |
| 4 |
UnitedHealth
UNH
|
$99.4K |
| 5 |
ProShares Short S&P500
SH
|
$87.9K |
Sector Composition
| 1 | Financials | 15.48% |
| 2 | Healthcare | 3.18% |
| 3 | Technology | 2.73% |
| 4 | Consumer Discretionary | 2.27% |
| 5 | Communication Services | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
NVIDIA
NVDA
$4.16T
| $222K | 0.3% |
+1,826
| New | +$222K |
|
|
BTC
27
Grayscale Bitcoin Mini Trust ETF
BTC
$4.84B
| $67.7K | 0.09% |
+12,016
| New | +$67.7K |
|