VIM

Vista Investment Management Portfolio holdings

AUM $286M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.35M
3
+$2.13M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.07M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.04M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.77%
2 Healthcare 7.82%
3 Technology 5.66%
4 Consumer Staples 4.98%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 1.17%
+15,245
27
$1.11M 1.16%
+44,250
28
$1.07M 1.12%
+48,549
29
$1.07M 1.12%
+43,775
30
$1.04M 1.09%
+12,559
31
$1.03M 1.08%
+9,631
32
$998K 1.04%
+15,472
33
$993K 1.04%
+7,100
34
$984K 1.03%
+45,929
35
$949K 0.99%
+10,210
36
$941K 0.98%
+18,096
37
$879K 0.92%
+11,422
38
$853K 0.89%
+26,903
39
$849K 0.89%
+25,568
40
$838K 0.88%
+19,259
41
$826K 0.86%
+7,682
42
$817K 0.85%
+18,203
43
$817K 0.85%
+13,620
44
$809K 0.85%
+8,122
45
$794K 0.83%
+11,425
46
$790K 0.83%
+18,672
47
$768K 0.8%
+24,535
48
$705K 0.74%
+2,766
49
$693K 0.72%
+4,238
50
$686K 0.72%
+2,571
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