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
$170M
AUM Growth
+$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$737K
3
+$613K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$457K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$334K

Top Sells

1
+$656K
2
+$648K
3
+$261K
4
AXP icon
American Express
AXP
+$229K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$214K

Sector Composition

1 Technology 8.78%
2 Healthcare 7.16%
3 Financials 6.8%
4 Consumer Discretionary 4.23%
5 Consumer Staples 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.06%
24,829
+1,243
27
$1.76M 1.04%
18,455
-78
28
$1.76M 1.04%
32,368
-1,135
29
$1.7M 1%
4,458
-88
30
$1.64M 0.97%
30,045
+705
31
$1.64M 0.96%
11,539
-56
32
$1.63M 0.96%
13,740
-635
33
$1.61M 0.95%
77,696
+6,706
34
$1.6M 0.94%
10,784
+44
35
$1.52M 0.9%
59,961
-4,755
36
$1.52M 0.9%
32,962
+524
37
$1.52M 0.9%
3,790
-78
38
$1.44M 0.85%
9,273
+55
39
$1.43M 0.84%
5,284
-44
40
$1.42M 0.84%
10,484
+271
41
$1.4M 0.83%
27,843
-402
42
$1.34M 0.79%
9,090
-64
43
$1.3M 0.77%
5,475
-41
44
$1.27M 0.75%
20,696
+1,117
45
$1.24M 0.73%
27,428
-521
46
$1.24M 0.73%
7,999
-218
47
$1.23M 0.73%
5,002
-101
48
$1.23M 0.73%
6,995
-9
49
$1.19M 0.7%
43,972
+71
50
$1.17M 0.69%
15,556
+70
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2
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