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
$265M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$705K
3
+$590K
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$499K
5
CRM icon
Salesforce
CRM
+$452K

Top Sells

1
+$575K
2
+$282K
3
+$279K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$260K
5
CHTR icon
Charter Communications
CHTR
+$255K

Sector Composition

1 Financials 8.53%
2 Technology 7.47%
3 Healthcare 6.84%
4 Consumer Discretionary 3.94%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 1.16%
4,994
-83
27
$2.94M 1.11%
11,395
-104
28
$2.84M 1.07%
59,353
+80
29
$2.67M 1.01%
11,479
+434
30
$2.66M 1%
42,750
-163
31
$2.63M 0.99%
57,581
+355
32
$2.56M 0.96%
50,382
-1,403
33
$2.53M 0.95%
15,044
+434
34
$2.38M 0.9%
4,070
-69
35
$2.33M 0.88%
61,981
+1,046
36
$2.13M 0.8%
22,120
+1,461
37
$2.12M 0.8%
4,082
+3
38
$2.1M 0.79%
26,094
-141
39
$2.08M 0.78%
12,240
+295
40
$2.03M 0.76%
40,283
+7,300
41
$2.03M 0.76%
37,761
+5,209
42
$1.99M 0.75%
13,155
+135
43
$1.92M 0.72%
4,468
+16
44
$1.91M 0.72%
12,789
-499
45
$1.88M 0.71%
30,202
+5,768
46
$1.88M 0.71%
37,358
-42
47
$1.88M 0.71%
15,492
+45
48
$1.83M 0.69%
42,778
+1,374
49
$1.83M 0.69%
27,112
-590
50
$1.81M 0.68%
10,931
+882
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