We are live on
!
Find out more
VIM
Vista Investment Management Portfolio holdings
AUM
$301M
1-Year Est. Return
17.29%
This Fund
S&P 500
This Quarter
Est. Return
+5.27%
1 Year Est. Return
+17.29%
3 Year Est. Return
+42.37%
5 Year Est. Return
+43.73%
10 Year Est. Return
–
AUM
$95.6M
AUM Growth
–
Cap. Flow
+$93.4M
Cap. Flow
% of AUM
97.68%
Top 10 Holdings %
Top 10 Hldgs %
21.38%
Holding
131
New
131
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$2.52M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.36M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$2.04M |
| 4 |
Constellation Brands
STZ
|
+$2.02M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.98M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 11.77% |
| 2 | Healthcare | 7.82% |
| 3 | Technology | 5.66% |
| 4 | Consumer Staples | 4.98% |
| 5 | Industrials | 4.41% |
Similar funds
GCC
FPCG
M2MC
SC
RP
UCB
CLC
RCA
Vista Investment Management's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Vista Investment Management, which disclosed 131 positions worth $95.6M. Its ten largest holdings account for 21% of the portfolio.
Its largest position is State Street SPDR Portfolio Short Term Corporate Bond ETF: 82,367 shares worth $2.51M.
By sector, the portfolio is most concentrated in Financials at 12% of assets, followed by Healthcare and Technology.
- Vista Investment Management's largest Q4 2017 buy was State Street SPDR Portfolio Short Term Corporate Bond ETF: 82,367 shares worth $2.51M.
- Vista Investment Management's ten largest holdings make up 21% of its $95.6M portfolio in Q4 2017.
- Vista Investment Management disclosed 131 positions in Q4 2017, its first 13F filing on record.
Based on Vista Investment Management's 13F filing for Q4 2017, filed 15 May 2018.