VF

Vista Finance Portfolio holdings

AUM $150M
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.5M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$6.58M
3
+$5.8M
4
PSQ icon
ProShares Short QQQ
PSQ
+$5.69M
5
TSLA icon
Tesla
TSLA
+$2.01M

Top Sells

1
+$7.54M
2
+$7.32M
3
+$4.23M
4
PRN icon
Invesco Dorsey Wright Industrials Momentum ETF
PRN
+$3.87M
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$3.81M

Sector Composition

1 Consumer Discretionary 7.72%
2 Technology 7.19%
3 Financials 6.46%
4 Communication Services 4.8%
5 Real Estate 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$203K 0.3%
1,098
-2,184
52
– –
-6,301
53
– –
-3,145
54
– –
-3,495
55
– –
-85,931
56
– –
-32,674
57
– –
-4,439
58
– –
-1,470
59
– –
-20,084
60
– –
-33,925
61
– –
-13,720
62
– –
-85,362
63
– –
-86,786
64
– –
-30,521
65
– –
-1,041
66
– –
-1,954
67
– –
-21,857
68
– –
-3,181
69
– –
-1,086
70
– –
-2,360
71
– –
-1,444
72
– –
-2,181
73
– –
-6,735
74
– –
-2,944
75
– –
-19,261
1 2
3
4