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
$115M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.63M
3
+$3.28M
4
GLD icon
SPDR Gold Trust
GLD
+$2.12M
5
FSCO
FS Credit Opportunities Corp
FSCO
+$1.73M

Top Sells

1
+$245K
2
+$233K
3
+$220K
4
ASGN icon
ASGN Inc
ASGN
+$206K
5
EWM icon
iShares MSCI Malaysia ETF
EWM
+$74.3K

Sector Composition

1 Financials 27.99%
2 Healthcare 2.47%
3 Technology 2.41%
4 Consumer Discretionary 2.4%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$367K 0.32%
2,468
+184
27
$364K 0.32%
6,286
+410
28
$359K 0.31%
4,474
+292
29
$358K 0.31%
2,953
+193
30
$346K 0.3%
2,141
+139
31
$339K 0.29%
1,113
+72
32
$332K 0.29%
6,794
+442
33
$332K 0.29%
2,000
+131
34
$314K 0.27%
3,119
+203
35
$303K 0.26%
542
-1
36
$298K 0.26%
+1,033
37
$296K 0.26%
2,994
+195
38
$295K 0.26%
11,663
+759
39
$292K 0.25%
5,007
+374
40
$292K 0.25%
621
+41
41
$287K 0.25%
3,026
-594
42
$283K 0.25%
879
+57
43
$281K 0.24%
3,706
+904
44
$281K 0.24%
4,606
+333
45
$275K 0.24%
2,567
+189
46
$272K 0.24%
1,760
47
$248K 0.22%
3,451
+966
48
$226K 0.2%
1,466
49
$224K 0.19%
1,347
+88
50
$217K 0.19%
982
+64
1
2
3