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
$175M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$378K
3
+$367K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$339K
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$318K

Top Sells

1
+$797K
2
+$510K
3
+$463K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$394K
5
AMZN icon
Amazon
AMZN
+$324K

Sector Composition

1 Healthcare 8.04%
2 Technology 7.64%
3 Financials 5.99%
4 Consumer Staples 3.57%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.08%
10,434
-151
27
$1.79M 1.02%
3,383
-49
28
$1.73M 0.99%
47,374
+27
29
$1.73M 0.99%
20,973
+12
30
$1.68M 0.96%
56,639
+1,543
31
$1.64M 0.94%
91,968
+17,859
32
$1.61M 0.92%
22,988
+85
33
$1.61M 0.92%
41,344
+2,134
34
$1.57M 0.9%
11,702
+483
35
$1.52M 0.87%
12,169
+586
36
$1.48M 0.84%
30,889
+8,295
37
$1.44M 0.82%
18,834
-1,524
38
$1.34M 0.77%
50,511
+6,320
39
$1.32M 0.75%
29,296
+10
40
$1.32M 0.75%
14,157
+171
41
$1.3M 0.75%
6,401
-20
42
$1.3M 0.74%
36,962
+5,353
43
$1.28M 0.73%
11,109
+1,220
44
$1.25M 0.72%
30,379
+1,071
45
$1.25M 0.71%
26,189
+858
46
$1.24M 0.71%
14,982
+331
47
$1.23M 0.7%
5,124
-6
48
$1.23M 0.7%
11,058
-394
49
$1.21M 0.69%
9,310
+156
50
$1.2M 0.69%
17,682
+2,416
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