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
$114M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$657K
3
+$514K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$413K
5
RTN
Raytheon Company
RTN
+$380K

Top Sells

1
+$411K
2
+$370K
3
+$357K
4
ORCL icon
Oracle
ORCL
+$266K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$209K

Sector Composition

1 Financials 7.87%
2 Healthcare 7.55%
3 Technology 6.53%
4 Consumer Discretionary 4.34%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$773K 0.68%
9,687
-94
52
$771K 0.68%
17,305
+1,310
53
$736K 0.65%
19,763
+4,809
54
$734K 0.64%
5,012
+882
55
$730K 0.64%
11,439
-3,086
56
$710K 0.62%
17,378
-1,287
57
$688K 0.6%
10,307
-135
58
$665K 0.58%
15,999
59
$661K 0.58%
8,932
60
$659K 0.58%
5,356
+397
61
$658K 0.58%
2,329
-63
62
$652K 0.57%
12,075
-63
63
$650K 0.57%
13,077
+408
64
$645K 0.57%
6,207
-251
65
$645K 0.57%
11,235
+456
66
$635K 0.56%
7,012
+246
67
$614K 0.54%
7,603
+832
68
$609K 0.53%
3,203
+312
69
$586K 0.51%
4,194
-204
70
$572K 0.5%
3,951
-37
71
$564K 0.49%
10,495
+995
72
$564K 0.49%
1,632
73
$553K 0.49%
10,433
+2,672
74
$544K 0.48%
10,086
+2,856
75
$538K 0.47%
13,956
+908
1 2
3
4 5