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
76
$272K 0.28%
+5,394
77
$258K 0.27%
+13,000
78
$252K 0.26%
+954
79
$243K 0.25%
+5,340
80
$239K 0.25%
+1,954
81
$236K 0.24%
+2,944
82
$224K 0.23%
+1,005
83
$224K 0.23%
+1,086
84
$210K 0.22%
+1,444
85
$209K 0.22%
+4,439
86
$209K 0.22%
+3,181
87
$207K 0.21%
+475
1 2 3
4