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
$247M
AUM Growth
+$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$5.14M
3
+$789K
4
LVS icon
Las Vegas Sands
LVS
+$439K
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$353K

Top Sells

1
+$4.87M
2
+$1.02M
3
+$728K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$640K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$609K

Sector Composition

1 Financials 8.49%
2 Technology 7.44%
3 Healthcare 6.99%
4 Consumer Discretionary 3.36%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 1.07%
11,959
+335
27
$2.62M 1.06%
51,785
-12,061
28
$2.59M 1.05%
59,273
+3,296
29
$2.51M 1.02%
42,913
-181
30
$2.49M 1.01%
63,461
+7,184
31
$2.4M 0.97%
26,235
+290
32
$2.33M 0.94%
11,045
-331
33
$2.32M 0.94%
14,610
+345
34
$2.21M 0.9%
4,079
+33
35
$2.14M 0.87%
60,935
-316
36
$2.12M 0.86%
57,226
+1,092
37
$2.11M 0.85%
4,139
+91
38
$2.05M 0.83%
20,659
-2,876
39
$1.99M 0.81%
4,452
+89
40
$1.97M 0.8%
11,945
+392
41
$1.96M 0.79%
13,020
+311
42
$1.84M 0.75%
37,400
-4,647
43
$1.84M 0.75%
13,288
-223
44
$1.83M 0.74%
10,049
+238
45
$1.77M 0.72%
27,702
-572
46
$1.68M 0.68%
28,330
-1,074
47
$1.67M 0.68%
32,552
-674
48
$1.66M 0.67%
41,404
+7,684
49
$1.59M 0.64%
12,607
+103
50
$1.55M 0.63%
15,447
+248
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2
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