VIM

Vista Investment Management Portfolio holdings

AUM $269M
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$447K
3
+$386K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$348K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$319K

Top Sells

1
+$256K
2
+$245K
3
+$235K
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$234K
5
OXY icon
Occidental Petroleum
OXY
+$224K

Sector Composition

1 Financials 8.02%
2 Healthcare 7.59%
3 Technology 6.79%
4 Consumer Staples 4.15%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$805K 0.68%
9,173
+2,161
52
$798K 0.68%
16,312
-5,236
53
$793K 0.67%
8,283
+680
54
$782K 0.66%
9,687
55
$759K 0.64%
13,622
+545
56
$748K 0.63%
6,131
-76
57
$745K 0.63%
45,401
58
$741K 0.63%
8,987
-744
59
$713K 0.6%
17,090
-288
60
$708K 0.6%
2,900
+815
61
$691K 0.58%
5,388
+32
62
$690K 0.58%
10,088
-1,351
63
$690K 0.58%
8,845
-87
64
$655K 0.55%
11,970
-105
65
$637K 0.54%
2,173
-156
66
$636K 0.54%
11,085
-150
67
$616K 0.52%
14,216
+1,730
68
$595K 0.5%
3,231
+28
69
$584K 0.49%
4,194
70
$579K 0.49%
1,632
71
$566K 0.48%
2,765
-20
72
$566K 0.48%
9,272
-1,035
73
$554K 0.47%
9,463
74
$550K 0.47%
4,618
75
$547K 0.46%
20,058
1 2
3
4 5