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
$133M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$571K
3
+$451K
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$345K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$304K

Top Sells

1
+$420K
2
+$248K
3
+$156K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$141K
5
EOG icon
EOG Resources
EOG
+$137K

Sector Composition

1 Technology 8.21%
2 Financials 8.16%
3 Healthcare 7.95%
4 Consumer Discretionary 4.05%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.13%
27,984
+31
27
$1.47M 1.1%
13,597
+358
28
$1.44M 1.08%
8,062
+66
29
$1.43M 1.07%
71,023
+3,653
30
$1.41M 1.06%
10,342
-71
31
$1.41M 1.06%
11,778
-38
32
$1.39M 1.04%
23,315
-62
33
$1.37M 1.03%
18,612
-236
34
$1.36M 1.02%
+22,370
35
$1.34M 1%
9,591
-93
36
$1.3M 0.97%
49,224
-23
37
$1.29M 0.97%
8,941
-120
38
$1.19M 0.89%
4,044
-17
39
$1.18M 0.89%
7,138
-4
40
$1.18M 0.89%
12,584
+521
41
$1.17M 0.87%
13,010
+444
42
$1.13M 0.85%
7,161
-139
43
$1.12M 0.84%
13,842
+3,755
44
$1.1M 0.83%
11,554
+434
45
$1.08M 0.81%
24,402
+2,937
46
$1.03M 0.77%
12,126
+148
47
$1.02M 0.77%
3,136
-4
48
$1.02M 0.77%
9,915
+82
49
$980K 0.74%
14,197
-199
50
$931K 0.7%
20,208
-382
1
2
3 4 5