VF
Vista Finance Portfolio holdings
AUM
$116M
This Quarter Return
-0.32%
1 Year Return
+18.82%
3 Year Return
+17.66%
5 Year Return
–
10 Year Return
–
AUM
$67.5M
AUM Growth
+$67.5M
(-30%)
Cap. Flow
-$25.9M
Cap. Flow
% of AUM
-38.39%
Top 10 Holdings %
Top 10 Hldgs %
61.86%
Holding
97
New
10
Increased
12
Reduced
20
Closed
46
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$7.29M |
| 2 |
ProShares Short S&P500
SH
|
$6.42M |
| 3 |
SPDR Gold Trust
GLD
|
$5.98M |
| 4 |
ProShares Short QQQ
PSQ
|
$5.49M |
| 5 |
Tesla
TSLA
|
$2.31M |
Top Sells
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% |
