VF

Vista Finance Portfolio holdings

AUM $150M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$667K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$838K
3
+$782K
4
FSCO
FS Credit Opportunities Corp
FSCO
+$718K
5
NVDA icon
NVIDIA
NVDA
+$258K

Top Sells

1
+$3.32M
2
+$3.08M
3
+$2.03M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$905K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$419K

Sector Composition

1 Financials 30.2%
2 Technology 2.8%
3 Consumer Discretionary 2.66%
4 Industrials 1.51%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$403K 0.35%
7,073
+279
27
$401K 0.35%
3,073
+120
28
$401K 0.35%
2,228
+87
29
$373K 0.32%
7,465
-18,100
30
$365K 0.31%
2,568
+100
31
$363K 0.31%
1,158
+45
32
$363K 0.31%
2,081
+81
33
$359K 0.31%
3,115
+121
34
$352K 0.3%
915
+36
35
$346K 0.3%
4,794
+188
36
$336K 0.29%
4,655
+181
37
$330K 0.28%
3,245
+126
38
$328K 0.28%
5,211
+204
39
$310K 0.27%
1,760
40
$277K 0.24%
3,856
+150
41
$273K 0.24%
12,134
+471
42
$265K 0.23%
2,671
+104
43
$263K 0.23%
646
+25
44
$258K 0.22%
+1,635
45
$253K 0.22%
1,319
+52
46
$244K 0.21%
1,022
+40
47
$229K 0.2%
+889
48
$223K 0.19%
1,401
+54
49
$221K 0.19%
+1,014
50
$218K 0.19%
1,654
+64
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