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
+$949K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$465K
3
+$301K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$254K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$235K

Top Sells

1
+$1.21M
2
+$206K
3
+$202K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$183K
5
BABA icon
Alibaba
BABA
+$99.7K

Sector Composition

1 Technology 7.75%
2 Healthcare 7.23%
3 Financials 6.91%
4 Consumer Discretionary 3.95%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.01%
32,052
+2,007
27
$1.67M 0.98%
33,443
+1,075
28
$1.67M 0.98%
80,716
+3,020
29
$1.64M 0.96%
10,910
+126
30
$1.64M 0.96%
13,353
-387
31
$1.64M 0.96%
4,399
-59
32
$1.55M 0.91%
33,928
+966
33
$1.54M 0.9%
25,945
+1,116
34
$1.54M 0.9%
9,386
+113
35
$1.49M 0.87%
3,806
+16
36
$1.48M 0.87%
5,255
-29
37
$1.47M 0.86%
18,932
+477
38
$1.42M 0.83%
11,695
+156
39
$1.37M 0.81%
27,222
-621
40
$1.36M 0.8%
10,858
+374
41
$1.36M 0.8%
9,090
42
$1.32M 0.77%
45,660
+5,600
43
$1.31M 0.77%
9,288
-8,550
44
$1.3M 0.76%
8,015
+16
45
$1.29M 0.76%
5,464
-11
46
$1.28M 0.75%
4,855
-147
47
$1.27M 0.75%
27,407
-21
48
$1.27M 0.75%
20,687
-9
49
$1.25M 0.74%
43,709
-263
50
$1.23M 0.72%
15,984
+428
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2
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