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
$116M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$604K
3
+$521K
4
WPC icon
W.P. Carey
WPC
+$364K
5
NVS icon
Novartis
NVS
+$356K

Top Sells

1
+$1.34M
2
+$471K
3
+$464K
4
RTN
Raytheon Company
RTN
+$439K
5
ZM icon
Zoom
ZM
+$292K

Sector Composition

1 Technology 10.34%
2 Healthcare 8.54%
3 Financials 6.15%
4 Consumer Discretionary 4.78%
5 Consumer Staples 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.2%
10,548
+108
27
$1.39M 1.2%
14,975
+633
28
$1.36M 1.17%
6,688
-394
29
$1.36M 1.17%
12,179
-204
30
$1.36M 1.17%
5,164
-67
31
$1.35M 1.16%
34,080
+3,615
32
$1.29M 1.11%
11,541
-80
33
$1.19M 1.02%
64,445
-657
34
$1.18M 1.02%
14,320
+278
35
$1.18M 1.01%
3,999
-83
36
$1.12M 0.96%
70,538
+5,963
37
$1.1M 0.95%
23,385
+214
38
$1.06M 0.91%
5,508
-218
39
$1.01M 0.87%
9,104
+75
40
$1M 0.86%
21,504
+677
41
$994K 0.85%
10,567
+923
42
$994K 0.85%
9,510
+642
43
$963K 0.83%
31,341
+2,655
44
$907K 0.78%
22,212
+2,796
45
$901K 0.77%
5,494
+141
46
$868K 0.75%
9,495
-88
47
$833K 0.72%
16,626
+1,457
48
$815K 0.7%
35,046
+96
49
$799K 0.69%
48,563
-677
50
$793K 0.68%
15,052
-22
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