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
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.35M
3
+$2.13M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.07M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.04M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.77%
2 Healthcare 7.82%
3 Technology 5.66%
4 Consumer Staples 4.98%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$671K 0.7%
+4,912
52
$667K 0.7%
+11,859
53
$638K 0.67%
+43,218
54
$636K 0.67%
+35,557
55
$634K 0.66%
+13,512
56
$634K 0.66%
+11,585
57
$628K 0.66%
+34,230
58
$622K 0.65%
+42,699
59
$617K 0.65%
+16,190
60
$616K 0.64%
+9,627
61
$606K 0.63%
+8,891
62
$601K 0.63%
+4,377
63
$594K 0.62%
+10,405
64
$592K 0.62%
+3,405
65
$585K 0.61%
+20,160
66
$564K 0.59%
+1,632
67
$550K 0.58%
+26,317
68
$550K 0.58%
+9,080
69
$548K 0.57%
+21,725
70
$547K 0.57%
+6,458
71
$547K 0.57%
+17,798
72
$543K 0.57%
+7,485
73
$535K 0.56%
+9,749
74
$533K 0.56%
+16,653
75
$515K 0.54%
+6,021
1 2
3
4 5