VIM

Vista Investment Management Portfolio holdings

AUM $269M
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.4M
3
+$1M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$733K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$578K

Top Sells

1
+$1.85M
2
+$1.71M
3
+$1.07M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$476K
5
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$323K

Sector Composition

1 Financials 8.32%
2 Technology 8.23%
3 Healthcare 7.59%
4 Consumer Staples 4.09%
5 Consumer Discretionary 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.16%
46,825
+2,787
27
$1.4M 1.16%
+15,809
28
$1.34M 1.11%
7,996
29
$1.33M 1.1%
67,370
+50,938
30
$1.3M 1.07%
11,816
-79
31
$1.3M 1.07%
5,407
-119
32
$1.28M 1.06%
12,566
+2,695
33
$1.24M 1.02%
23,377
-625
34
$1.2M 0.99%
3,140
-47
35
$1.19M 0.98%
49,247
+1,661
36
$1.18M 0.97%
9,061
-37
37
$1.14M 0.94%
9,684
-130
38
$1.1M 0.91%
7,142
39
$1.05M 0.87%
18,848
+696
40
$1.05M 0.86%
12,063
+698
41
$1.02M 0.84%
34,056
+24,419
42
$1.01M 0.84%
7,300
-84
43
$971K 0.8%
11,978
+146
44
$895K 0.74%
9,833
+344
45
$894K 0.74%
20,590
-178
46
$882K 0.73%
4,061
+1,161
47
$864K 0.71%
21,465
+413
48
$848K 0.7%
11,120
+1,947
49
$832K 0.69%
14,396
+445
50
$824K 0.68%
9,850
-210
1
2
3 4 5