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VIM

Vista Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$1.29M
3
+$604K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$489K
5
EWX icon
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
+$464K

Top Sells

1
+$1.21M
2
+$1.14M
3
+$980K
4
CVT
Cvent Holding Corp. Common Stock
CVT
+$650K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$639K

Sector Composition

1 Technology 8.3%
2 Healthcare 6.9%
3 Financials 5.71%
4 Consumer Discretionary 3.64%
5 Consumer Staples 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.06%
51,385
+4,034
27
$2.07M 1.05%
22,574
-13,188
28
$1.98M 1%
38,818
+16
29
$1.97M 1%
60,574
+569
30
$1.94M 0.98%
40,158
+5,101
31
$1.92M 0.97%
10,358
-172
32
$1.87M 0.94%
44,559
-15,472
33
$1.79M 0.91%
12,300
-126
34
$1.74M 0.88%
3,623
+246
35
$1.73M 0.88%
3,893
-45
36
$1.67M 0.84%
11,886
+200
37
$1.64M 0.83%
15,006
+144
38
$1.64M 0.83%
35,247
-8,207
39
$1.63M 0.83%
8,407
-169
40
$1.56M 0.79%
4,572
-214
41
$1.56M 0.79%
50,673
-18,913
42
$1.55M 0.79%
30,010
+1,412
43
$1.54M 0.78%
52,232
+2,922
44
$1.54M 0.78%
18,239
-384
45
$1.5M 0.76%
28,707
-534
46
$1.35M 0.68%
24,536
-672
47
$1.34M 0.68%
11,730
+772
48
$1.32M 0.67%
31,019
-1,186
49
$1.29M 0.65%
11,198
-167
50
$1.29M 0.65%
5,837
-17
1
2
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