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
$256M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$548K
3
+$488K
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$386K
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$334K

Top Sells

1
+$480K
2
+$325K
3
+$265K
4
LLY icon
Eli Lilly
LLY
+$259K
5
WMT icon
Walmart
WMT
+$210K

Sector Composition

1 Financials 8.58%
2 Technology 6.6%
3 Healthcare 6.56%
4 Consumer Discretionary 3.74%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.99%
53,736
-1,626
27
$2.5M 0.98%
42,870
+635
28
$2.43M 0.95%
10,931
-254
29
$2.38M 0.93%
4,773
-90
30
$2.31M 0.9%
45,486
+1,672
31
$2.3M 0.9%
14,805
-135
32
$2.25M 0.88%
61,684
-712
33
$2.14M 0.84%
21,654
-222
34
$2.12M 0.83%
4,056
-143
35
$2.12M 0.83%
46,434
+967
36
$2.1M 0.82%
11,467
-12
37
$2.08M 0.81%
36,665
+1,895
38
$2.02M 0.79%
4,645
-44
39
$2.01M 0.78%
30,887
-85
40
$2M 0.78%
11,170
-604
41
$1.98M 0.77%
14,929
-558
42
$1.92M 0.75%
38,242
-450
43
$1.82M 0.71%
37,735
-511
44
$1.8M 0.7%
12,708
-517
45
$1.79M 0.7%
11,576
+142
46
$1.74M 0.68%
11,627
+28
47
$1.74M 0.68%
24,265
-1,222
48
$1.7M 0.66%
25,851
-367
49
$1.63M 0.64%
26,408
-1,720
50
$1.63M 0.64%
42,086
+911
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