VF
Vista Finance Portfolio holdings
AUM
$116M
1-Year Return
18.82%
This Quarter Return
+2.18%
1 Year Return
+18.82%
3 Year Return
+17.66%
5 Year Return
–
10 Year Return
–
AUM
$76.5M
AUM Growth
+$9.05M
(+13%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
13.44%
Top 10 Holdings %
Top 10 Hldgs %
75.37%
Holding
66
New
15
Increased
4
Reduced
11
Closed
33
Top Buys
| 1 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$10.1M |
| 2 |
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
|
$5.14M |
| 3 |
Alerian MLP ETF
AMLP
|
$4.61M |
| 4 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$4.47M |
| 5 |
ProShares Short High Yield
SJB
|
$4.22M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$7.29M |
| 2 |
iShares MSCI Indonesia ETF
EIDO
|
$3.25M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.24M |
| 4 |
Quadratic Deflation ETF
BNDD
|
$2.83M |
| 5 |
Walt Disney
DIS
|
$1.58M |
Sector Composition
| 1 | Technology | 2.67% |
| 2 | Communication Services | 2.47% |
| 3 | Consumer Discretionary | 2.46% |
| 4 | Healthcare | 2.43% |
| 5 | Consumer Staples | 1.84% |
