VIM
Vista Investment Management Portfolio holdings
AUM $256M
AUM
$256M
AUM Growth
-$7.79M (-3%)
Cap. Flow
+$191K
Cap. Flow % of AUM
0.07%
Top 10 Holdings %Top 10 Hldgs %
27.06%
Holding
180
New
3
Increased
46
Reduced
96
Closed
8
Top Buys
| 1 | $937K | |
| 2 | $548K | |
| 3 | $488K | |
| 4 | $386K | |
| 5 | $334K |
Top Sells
| 1 | $480K | |
| 2 | $325K | |
| 3 | $202K | |
| 4 | $191K | |
| 5 | $188K |
Sector Composition
| 1 | Financials | 8.58% |
| 2 | Technology | 6.6% |
| 3 | Healthcare | 6.56% |
| 4 | Consumer Discretionary | 3.74% |
| 5 | Industrials | 2.87% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.53M | 0.99% | 53,736 -1,626 | -3% | -$76.7K | |||
| $2.5M | 0.98% | 42,870 +635 | +2% | +$37.1K | |||
| $2.43M | 0.95% | 10,931 -254 | -2% | -$56.4K | |||
| $2.38M | 0.93% | 4,773 -90 | -2% | -$44.8K | |||
| $2.31M | 0.9% | 45,486 +1,672 | +4% | +$84.8K | |||
| $2.3M | 0.9% | 14,805 -135 | -0.9% | -$21K | |||
| $2.25M | 0.88% | 61,684 -712 | -1% | -$25.9K | |||
| $2.14M | 0.84% | 21,654 -222 | -1% | -$21.9K | |||
| $2.12M | 0.83% | 4,056 -143 | -3% | -$74.9K | |||
| $2.12M | 0.83% | 46,434 +967 | +2% | +$44.2K | |||
| $2.1M | 0.82% | 11,467 -12 | -0.1% | -$2.2K | |||
| $2.08M | 0.81% | 36,665 +1,895 | +5% | +$107K | |||
| $2.02M | 0.79% | 4,645 -44 | -0.9% | -$19.1K | |||
| $2.01M | 0.78% | 30,887 -85 | -0.3% | -$5.52K | |||
| $2M | 0.78% | 11,170 -604 | -5% | -$108K | |||
| $1.98M | 0.77% | 14,929 -558 | -4% | -$73.9K | |||
| $1.92M | 0.75% | 38,242 -450 | -1% | -$22.6K | |||
| $1.82M | 0.71% | 37,735 -511 | -1% | -$24.7K | |||
| $1.8M | 0.7% | 12,708 -517 | -4% | -$73.1K | |||
| $1.79M | 0.7% | 11,576 +142 | +1% | +$22K | |||
| $1.74M | 0.68% | 11,627 +28 | +0.2% | +$4.2K | |||
| $1.74M | 0.68% | 24,265 -1,222 | -5% | -$87.7K | |||
| $1.7M | 0.66% | 25,851 -367 | -1% | -$24.1K | |||
| $1.63M | 0.64% | 26,408 -1,720 | -6% | -$106K | |||
| $1.63M | 0.64% | 42,086 +911 | +2% | +$35.2K |
