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VF

Vista Finance Portfolio holdings

AUM $126M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$3.72M
3
+$2.45M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$969K
5
FSCO
FS Credit Opportunities Corp
FSCO
+$845K

Top Sells

1
+$6.34M
2
+$3.66M
3
+$2.72M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$478K
5
CBZ icon
CBIZ
CBZ
+$277K

Sector Composition

1 Financials 22.48%
2 Consumer Discretionary 2.69%
3 Technology 2.41%
4 Industrials 0.92%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$411K 0.27%
2,628
-445
27
$399K 0.27%
7,063
-10
28
$396K 0.26%
2,080
-1
29
$385K 0.26%
5,948
-593
30
$385K 0.26%
5,209
-2
31
$373K 0.25%
7,465
32
$368K 0.24%
3,115
33
$357K 0.24%
915
34
$351K 0.23%
1,554
+235
35
$346K 0.23%
2,567
-1
36
$340K 0.23%
4,790
-4
37
$306K 0.2%
3,244
-1
38
$305K 0.2%
1,636
+1
39
$267K 0.18%
+5,278
40
$266K 0.18%
4,076
-579
41
$259K 0.17%
+652
42
$251K 0.17%
646
43
$250K 0.17%
1,021
-1
44
$249K 0.17%
+682
45
$240K 0.16%
+3,149
46
$240K 0.16%
+1,689
47
$239K 0.16%
+980
48
$229K 0.15%
9,578
-2,556
49
$215K 0.14%
+588
50
$210K 0.14%
1,401
1
2
3