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
$189M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.5M
3
+$1.93M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.4M
5
VT icon
Vanguard Total World Stock ETF
VT
+$492K

Top Sells

1
+$1.72M
2
+$1.07M
3
+$662K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$581K
5
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$447K

Sector Composition

1 Technology 8.2%
2 Healthcare 7.19%
3 Financials 5.51%
4 Consumer Discretionary 3.55%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.05%
43,454
-715
27
$1.94M 1.02%
12,541
+372
28
$1.93M 1.02%
60,005
+3,366
29
$1.92M 1.01%
10,530
+96
30
$1.91M 1.01%
47,351
+6,007
31
$1.81M 0.96%
3,938
-8
32
$1.7M 0.9%
35,057
+4,168
33
$1.68M 0.89%
100,574
+8,606
34
$1.62M 0.86%
12,426
+724
35
$1.6M 0.85%
77,105
-21,501
36
$1.6M 0.84%
3,377
-6
37
$1.59M 0.84%
18,623
-211
38
$1.56M 0.82%
97,570
-41,450
39
$1.53M 0.81%
11,686
+577
40
$1.5M 0.8%
49,310
+1,936
41
$1.49M 0.79%
28,598
+2,409
42
$1.48M 0.78%
38,802
+1,840
43
$1.43M 0.76%
14,862
+705
44
$1.41M 0.75%
8,576
-426
45
$1.41M 0.74%
29,241
-55
46
$1.38M 0.73%
4,786
-338
47
$1.33M 0.7%
6,302
-99
48
$1.26M 0.66%
10,958
+1,648
49
$1.21M 0.64%
6,820
+742
50
$1.21M 0.64%
11,365
+307
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