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
$115M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.63M
3
+$3.28M
4
GLD icon
SPDR Gold Trust
GLD
+$2.12M
5
FSCO
FS Credit Opportunities Corp
FSCO
+$1.73M

Top Sells

1
+$245K
2
+$233K
3
+$220K
4
ASGN icon
ASGN Inc
ASGN
+$206K
5
EWM icon
iShares MSCI Malaysia ETF
EWM
+$74.3K

Sector Composition

1 Financials 27.99%
2 Healthcare 2.47%
3 Technology 2.41%
4 Consumer Discretionary 2.4%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.19%
1,590
+118
52
$210K 0.18%
2,825
-952
53
$205K 0.18%
1,267
+83
54
$183K 0.16%
10,969
+716
55
– –
-2,472
56
– –
-1,957
57
– –
-1,636
1 2
3