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
$246M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.95M
3
+$1.73M
4
PFE icon
Pfizer
PFE
+$1.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.21M

Top Sells

1
+$1.04M
2
+$597K
3
+$246K
4
IART icon
Integra LifeSciences
IART
+$224K
5
COHR icon
Coherent
COHR
+$211K

Sector Composition

1 Financials 8.66%
2 Healthcare 7%
3 Technology 6.94%
4 Consumer Discretionary 3.64%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.17%
23,535
+9,794
27
$2.62M 1.07%
43,094
+164
28
$2.44M 0.99%
14,265
+783
29
$2.34M 0.95%
55,977
+2,461
30
$2.33M 0.95%
38,482
-3,486
31
$2.33M 0.95%
25,945
+630
32
$2.2M 0.89%
61,251
+247
33
$2.11M 0.86%
56,134
+3,724
34
$2.1M 0.85%
4,046
+14
35
$2.07M 0.84%
42,047
-298
36
$2.02M 0.82%
11,553
+367
37
$2.01M 0.82%
13,511
-1,392
38
$2M 0.82%
4,048
+405
39
$1.95M 0.79%
11,376
-223
40
$1.85M 0.75%
12,709
+318
41
$1.84M 0.75%
4,363
-12
42
$1.74M 0.71%
28,274
-145
43
$1.7M 0.69%
29,404
-1,529
44
$1.69M 0.69%
33,226
45
$1.61M 0.66%
12,233
-162
46
$1.6M 0.65%
12,504
+335
47
$1.58M 0.64%
31,733
-350
48
$1.53M 0.62%
30,041
+1,620
49
$1.5M 0.61%
7,326
+206
50
$1.49M 0.61%
5,953
-81
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2
3 4 5