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
$149M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$995K
3
+$873K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$506K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$505K

Top Sells

1
+$587K
2
+$451K
3
+$407K
4
DIS icon
Walt Disney
DIS
+$309K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$305K

Sector Composition

1 Technology 9.44%
2 Healthcare 7.24%
3 Financials 6.16%
4 Consumer Discretionary 4.53%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.18%
69,957
-8,523
27
$1.73M 1.16%
18,605
-3,215
28
$1.7M 1.14%
84,163
-5,842
29
$1.64M 1.1%
11,593
-1,224
30
$1.6M 1.07%
31,943
-2,449
31
$1.54M 1.03%
33,953
-1,099
32
$1.5M 1%
10,095
-736
33
$1.48M 0.99%
4,604
-568
34
$1.41M 0.95%
10,031
-1,463
35
$1.39M 0.93%
68,406
+48,811
36
$1.37M 0.92%
15,098
-1,824
37
$1.36M 0.91%
3,871
-37
38
$1.34M 0.9%
28,146
+1,095
39
$1.3M 0.87%
7,167
-1,705
40
$1.28M 0.86%
10,106
-829
41
$1.25M 0.83%
28,317
-4,168
42
$1.23M 0.82%
9,439
-44
43
$1.21M 0.81%
19,573
-4,946
44
$1.2M 0.81%
5,401
-984
45
$1.15M 0.77%
5,569
-65
46
$1.09M 0.73%
5,121
-324
47
$1.09M 0.73%
15,744
+326
48
$996K 0.67%
22,267
-1,669
49
$972K 0.65%
4,994
-11
50
$918K 0.62%
30,363
-4,833
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