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
$96.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$7.32M
3
+$4.23M
4
PRN icon
Invesco Dorsey Wright Industrials Momentum ETF
PRN
+$3.87M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.39%
2 Consumer Discretionary 8.78%
3 Financials 6.2%
4 Communication Services 3.8%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.57%
+2,181
52
$552K 0.57%
+4,789
53
$542K 0.56%
+2,360
54
$536K 0.55%
+1,432
55
$513K 0.53%
+19,257
56
$511K 0.53%
+6,735
57
$500K 0.52%
+777
58
$498K 0.51%
+1,470
59
$495K 0.51%
+23,885
60
$490K 0.51%
+3,495
61
$477K 0.49%
+5,770
62
$458K 0.47%
+1,363
63
$452K 0.47%
+1,790
64
$438K 0.45%
+45,450
65
$437K 0.45%
+4,827
66
$433K 0.45%
+6,375
67
$423K 0.44%
+60,133
68
$410K 0.42%
+28,794
69
$401K 0.41%
+1,149
70
$391K 0.4%
+2,700
71
$374K 0.39%
+4,279
72
$367K 0.38%
+9,165
73
$351K 0.36%
+7,191
74
$350K 0.36%
+12,075
75
$326K 0.34%
+3,145
1 2
3
4