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
76
– –
-4,279
77
– –
-1,771
78
– –
-1,363
79
– –
-10,268
80
– –
-5,340
81
– –
-11,965
82
– –
-33,282
83
– –
-6,375
84
– –
-3,173
85
– –
-3,145
86
– –
-3,495
87
– –
-85,931
88
– –
-32,674
89
– –
-4,439
90
– –
-1,470
91
– –
-20,084
92
– –
-33,925
93
– –
-85,362
94
– –
-86,786
95
– –
-30,521
96
– –
-11,178
97
– –
-45,450
1 2 3
4