VIM

Vista Investment Management Portfolio holdings

AUM $286M
1-Year Est. Return 10.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$588K
3
+$483K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$472K
5
COF icon
Capital One
COF
+$422K

Top Sells

1
+$584K
2
+$420K
3
+$414K
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$311K
5
USB icon
US Bancorp
USB
+$235K

Sector Composition

1 Healthcare 7.78%
2 Technology 7.71%
3 Financials 5.42%
4 Consumer Staples 3.58%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.06%
20,961
+1,448
27
$1.67M 1.03%
42,016
+2,181
28
$1.57M 0.97%
69,340
+1,700
29
$1.53M 0.94%
47,347
+1,337
30
$1.51M 0.93%
20,358
+22
31
$1.43M 0.88%
39,210
+1,951
32
$1.42M 0.88%
55,096
+548
33
$1.4M 0.86%
22,903
+1,805
34
$1.38M 0.85%
11,583
+1,221
35
$1.29M 0.79%
13,986
+4,576
36
$1.27M 0.78%
74,109
-4,277
37
$1.23M 0.76%
29,286
+445
38
$1.23M 0.75%
8,861
-24
39
$1.22M 0.75%
30,582
-905
40
$1.21M 0.74%
6,421
-61
41
$1.2M 0.74%
5,130
-79
42
$1.19M 0.73%
12,455
+108
43
$1.18M 0.73%
29,308
+2,178
44
$1.17M 0.72%
11,219
+793
45
$1.16M 0.72%
14,651
+106
46
$1.15M 0.71%
15,266
+187
47
$1.14M 0.7%
44,191
+8,435
48
$1.1M 0.68%
31,609
+3,142
49
$1.09M 0.67%
9,889
+506
50
$1.07M 0.66%
22,594
+4,138
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