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
$121M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.4M
3
+$1M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$733K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$578K

Top Sells

1
+$1.85M
2
+$1.71M
3
+$1.07M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$476K
5
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$323K

Sector Composition

1 Financials 8.32%
2 Technology 8.23%
3 Healthcare 7.59%
4 Consumer Staples 4.09%
5 Consumer Discretionary 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$824K 0.68%
23,410
+919
52
$818K 0.67%
13,494
-128
53
$818K 0.67%
10,087
+400
54
$809K 0.67%
5,989
-142
55
$806K 0.66%
45,401
56
$790K 0.65%
34,209
+129
57
$772K 0.64%
8,283
58
$764K 0.63%
10,291
+5,498
59
$748K 0.62%
20,366
-12,956
60
$727K 0.6%
11,530
+1,979
61
$714K 0.59%
8,868
+23
62
$710K 0.59%
17,295
+205
63
$678K 0.56%
5,368
-20
64
$660K 0.54%
14,216
65
$659K 0.54%
8,067
-920
66
$645K 0.53%
13,054
+1,084
67
$644K 0.53%
3,327
+96
68
$643K 0.53%
13,123
-3,189
69
$640K 0.53%
2,158
-15
70
$633K 0.52%
11,063
-22
71
$607K 0.5%
12,707
+2,061
72
$605K 0.5%
2,731
-34
73
$586K 0.48%
10,290
+1,018
74
$575K 0.47%
1,632
75
$561K 0.46%
14,661
+705
1 2
3
4 5