We are live on ! Find out more
VF

Vista Finance Portfolio holdings

AUM $126M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$3.72M
3
+$2.45M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$969K
5
FSCO
FS Credit Opportunities Corp
FSCO
+$845K

Top Sells

1
+$6.34M
2
+$3.66M
3
+$2.72M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$478K
5
CBZ icon
CBIZ
CBZ
+$277K

Sector Composition

1 Financials 22.48%
2 Consumer Discretionary 2.69%
3 Technology 2.41%
4 Industrials 0.92%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$210K 0.14%
+1,559
52
$207K 0.14%
6,024
-2
53
$206K 0.14%
+1,240
54
$202K 0.13%
+4,160
55
– –
-1,014
56
– –
-3,856
57
– –
-889
58
– –
-1,654
59
– –
-1,466
60
– –
-11,413
61
– –
-2,671
62
– –
-21,450
63
– –
-45,167
64
– –
-155,216
1 2
3