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
$97.4M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$4.71M
3
+$4.33M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$604K

Top Sells

1
+$1.6M
2
+$1.22M
3
+$766K
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$471K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$377K

Sector Composition

1 Financials 23.13%
2 Consumer Discretionary 3.48%
3 Technology 3.23%
4 Healthcare 2.95%
5 Industrials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$375K 0.39%
+2,760
27
$351K 0.36%
+2,799
28
$348K 0.36%
+2,002
29
$346K 0.36%
+1,041
30
$345K 0.35%
+4,182
31
$338K 0.35%
+1,869
32
$338K 0.35%
+2,284
33
$333K 0.34%
1,760
34
$331K 0.34%
+2,916
35
$331K 0.34%
+6,352
36
$319K 0.33%
+3,620
37
$318K 0.33%
+543
38
$316K 0.32%
+4,273
39
$291K 0.3%
+580
40
$285K 0.29%
+3,777
41
$279K 0.29%
+1,472
42
$268K 0.28%
+2,378
43
$262K 0.27%
+4,633
44
$255K 0.26%
+10,904
45
$246K 0.25%
+822
46
$233K 0.24%
+1,957
47
$229K 0.24%
+2,802
48
$223K 0.23%
+918
49
$220K 0.23%
1,636
-190
50
$206K 0.21%
+2,472
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