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
$73.8M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$970K
2 +$367K
3 +$208K
4
UNH icon
UnitedHealth
UNH
+$99.4K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$98.3K

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 Change
in Stake
Capital Flow
26
$222K 0.3%
+1,826
27
$67.7K 0.09%
+2,403