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VF
Vista Finance Portfolio holdings
AUM
$126M
1-Year Est. Return
16.18%
This Fund
S&P 500
1 Year Est. Return
+16.18%
AUM
$126M
AUM Growth
-$24.4M
(-16%)
Holding
61
Top Buys
| 1 | +$4.02M | |
| 2 | +$3.47M | |
| 3 | +$960K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$890K |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$849K |
Top Sells
| 1 | +$9.76M | |
| 2 | +$8.94M | |
| 3 | +$5.31M | |
| 4 |
Argent Mid Cap ETF
AMID
|
+$4.76M |
| 5 |
FS KKR Capital
FSK
|
+$1.6M |
Sector Composition
| 1 | Financials | 9.9% |
| 2 | Consumer Discretionary | 2.49% |
| 3 | Technology | 2.36% |
| 4 | Industrials | 0.98% |
| 5 | Communication Services | 0.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell 1000 ETF
IWB
$48.6B
| $210K | 0.17% |
588
|
|
||
52
Descartes Systems
DSGX
$6.21B
| $209K | 0.17% |
2,924
-140
|
|
||
53
VSE Corp
VSEC
$5.65B
| $208K | 0.17% |
1,128
-54
|
|
||
54
Global X US Preferred ETF
PFFD
$2.17B
| $193K | 0.15% |
+10,475
|
|
||
|
XRPZ
55
Franklin XRP ETF
XRPZ
$198M
| $167K | 0.13% |
11,450
|
|
||
56
Asbury Automotive
ABG
$3.73B
| – | – |
-963
|
|
||
57
Global X Artificial Intelligence & Technology ETF
AIQ
$11B
| – | – |
-104,490
|
|
||
|
58
Argent Mid Cap ETF
AMID
$110M
| – | – |
-141,917
|
|
||
59
First Financial Bankshares
FFIN
$4.77B
| – | – |
-17,400
|
|
||
60
Herc Holdings
HRI
$5.11B
| – | – |
-1,531
|
|
||
|
BTC
61
Grayscale Bitcoin Mini Trust ETF
BTC
$3.52B
| – | – |
-7,278
|
|