VIM
Vista Investment Management Portfolio holdings
AUM $256M
AUM
$256M
AUM Growth
-$7.79M (-3%)
Cap. Flow
+$191K
Cap. Flow % of AUM
0.07%
Top 10 Holdings %Top 10 Hldgs %
27.06%
Holding
180
New
3
Increased
46
Reduced
96
Closed
8
Top Buys
| 1 | $937K | |
| 2 | $548K | |
| 3 | $488K | |
| 4 | $386K | |
| 5 | $334K |
Top Sells
| 1 | $480K | |
| 2 | $325K | |
| 3 | $202K | |
| 4 | $191K | |
| 5 | $188K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.62M | 0.63% | 9,498 -467 | -5% | -$79.7K | |||
| $1.61M | 0.63% | 12,554 -159 | -1% | -$20.4K | |||
| $1.59M | 0.62% | 31,779 +272 | +0.9% | +$13.6K | |||
| $1.55M | 0.6% | 4,119 -145 | -3% | -$54.4K | |||
| $1.45M | 0.57% | 7,667 -223 | -3% | -$42.1K | |||
| $1.45M | 0.57% | 10,700 -187 | -2% | -$25.3K | |||
| $1.44M | 0.56% | 5,559 -11 | -0.2% | -$2.85K | |||
| $1.39M | 0.54% | 18,951 +21 | +0.1% | +$1.54K | |||
| $1.37M | 0.54% | 27,001 +368 | +1% | +$18.7K | |||
| $1.37M | 0.53% | 6,618 -53 | -0.8% | -$10.9K | |||
| $1.35M | 0.53% | 4,249 | – | – | |||
| $1.31M | 0.51% | 4,779 | – | – | |||
| $1.25M | 0.49% | 24,749 +3,265 | +15% | +$165K | |||
| $1.25M | 0.49% | 25,790 -977 | -4% | -$47.3K | |||
| $1.2M | 0.47% | 7,183 -645 | -8% | -$108K | |||
| $1.18M | 0.46% | 46,517 | – | – | |||
| $1.13M | 0.44% | 2,016 -11 | -0.5% | -$6.18K | |||
| $1.12M | 0.44% | 16,061 +7,024 | +78% | +$488K | |||
| $1.11M | 0.43% | 54,579 +16,412 | +43% | +$334K | |||
| $1.11M | 0.43% | 4,954 -25 | -0.5% | -$5.6K | |||
| $1.1M | 0.43% | 3,520 -15 | -0.4% | -$4.67K | |||
| $1.09M | 0.43% | 21,841 +345 | +2% | +$17.3K | |||
| $1.03M | 0.4% | 4,660 +4 | +0.1% | +$887 | |||
| $1.01M | 0.39% | 17,946 +117 | +0.7% | +$6.58K | |||
| $1M | 0.39% | 1,794 | – | – |
