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
$131M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.37M
3
+$1.12M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$520K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$490K

Top Sells

1
+$907K
2
+$599K
3
+$265K
4
TMO icon
Thermo Fisher Scientific
TMO
+$168K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$126K

Sector Composition

1 Technology 9.94%
2 Healthcare 7.99%
3 Financials 5.56%
4 Consumer Discretionary 5.21%
5 Consumer Staples 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.18%
78,480
+7,942
27
$1.54M 1.18%
35,052
-2,868
28
$1.52M 1.16%
24,519
+59
29
$1.5M 1.15%
10,831
+283
30
$1.49M 1.13%
34,392
+312
31
$1.41M 1.08%
38,035
-1,225
32
$1.39M 1.06%
5,172
+8
33
$1.37M 1.04%
+54,323
34
$1.34M 1.02%
6,385
-303
35
$1.28M 0.98%
11,494
-47
36
$1.28M 0.98%
32,485
-6,731
37
$1.22M 0.93%
3,908
-91
38
$1.12M 0.85%
+27,051
39
$1.11M 0.84%
9,483
-27
40
$1.1M 0.84%
8,872
-232
41
$1.08M 0.83%
26,721
+3,336
42
$1.05M 0.8%
10,935
+368
43
$1.02M 0.78%
9,372
-123
44
$993K 0.76%
5,634
+140
45
$978K 0.75%
16,922
+296
46
$963K 0.73%
31,362
+21
47
$943K 0.72%
23,936
+2,432
48
$933K 0.71%
5,445
-63
49
$911K 0.7%
35,196
+150
50
$815K 0.62%
3,205
-19
1
2
3 4 5