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
$215M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$936K
3
+$696K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$643K
5
AAPL icon
Apple
AAPL
+$635K

Top Sells

1
+$1.49M
2
+$636K
3
+$450K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$406K
5
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$273K

Sector Composition

1 Technology 7.58%
2 Healthcare 6.9%
3 Financials 6.63%
4 Consumer Discretionary 3.7%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.04%
11,599
+3,299
27
$2.2M 1.02%
53,516
+36
28
$2.2M 1.02%
123,256
-11,263
29
$2.1M 0.98%
52,410
+301
30
$2.08M 0.97%
42,345
-287
31
$2.07M 0.96%
61,004
+2,101
32
$2.03M 0.94%
11,932
-267
33
$1.95M 0.91%
14,903
-197
34
$1.92M 0.89%
3,643
-3
35
$1.9M 0.88%
4,032
+134
36
$1.9M 0.88%
11,186
+741
37
$1.83M 0.85%
41,968
+677
38
$1.74M 0.81%
12,391
+421
39
$1.66M 0.77%
33,226
-2,341
40
$1.65M 0.76%
4,375
-33
41
$1.62M 0.75%
32,083
+2,284
42
$1.59M 0.74%
28,419
-14
43
$1.55M 0.72%
4,258
-4
44
$1.52M 0.71%
30,933
-68
45
$1.47M 0.68%
12,169
+452
46
$1.4M 0.65%
6,034
-87
47
$1.39M 0.65%
5,859
+24
48
$1.35M 0.63%
7,120
+269
49
$1.35M 0.63%
28,421
+1,587
50
$1.35M 0.63%
12,395
+1,233
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