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
$67.5M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$6.42M
3
+$5.98M
4
PSQ icon
ProShares Short QQQ
PSQ
+$5.49M
5
TSLA icon
Tesla
TSLA
+$2.31M

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
1
$7.29M 10.8%
+97,889
2
$6.42M 9.51%
+113,920
3
$5.98M 8.86%
+33,080
4
$5.49M 8.14%
+94,896
5
$3.49M 5.18%
17,050
-436
6
$3.25M 4.81%
131,249
+5,779
7
$3.24M 4.81%
24,551
-1,220
8
$2.52M 3.73%
14,402
+3,051
9
$2.31M 3.43%
+6,441
10
$1.75M 2.59%
+49,182
11
$1.57M 2.33%
11,482
+294
12
$1.55M 2.3%
30,576
-20,476
13
$1.3M 1.92%
44,382
+27,979
14
$1.28M 1.9%
8,522
+2,169
15
$1.18M 1.75%
4,745
+2,955
16
$1.02M 1.51%
9,341
+3,950
17
$959K 1.42%
24,230
18
$941K 1.39%
4,244
+1
19
$816K 1.21%
+1,601
20
$812K 1.2%
4,980
-2,140
21
$751K 1.11%
3,920
22
$683K 1.01%
+38,250
23
$664K 0.98%
5,743
-3,611
24
$651K 0.96%
4,680
-1,480
25
$645K 0.96%
31,900
1
2 3 4