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
$133M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$571K
3
+$451K
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$345K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$304K

Top Sells

1
+$420K
2
+$248K
3
+$156K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$141K
5
EOG icon
EOG Resources
EOG
+$137K

Sector Composition

1 Technology 8.21%
2 Financials 8.16%
3 Healthcare 7.95%
4 Consumer Discretionary 4.05%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$913K 0.69%
5,893
-96
52
$894K 0.67%
43,992
-1,409
53
$892K 0.67%
12,003
+473
54
$879K 0.66%
29,349
-4,707
55
$853K 0.64%
9,821
-29
56
$828K 0.62%
34,329
+120
57
$813K 0.61%
8,868
58
$810K 0.61%
13,324
-170
59
$799K 0.6%
3,315
-12
60
$797K 0.6%
18,100
+805
61
$792K 0.59%
8,260
-23
62
$766K 0.58%
19,221
-1,145
63
$763K 0.57%
22,671
-739
64
$763K 0.57%
12,855
+148
65
$757K 0.57%
8,148
+81
66
$755K 0.57%
15,737
+2,683
67
$745K 0.56%
14,220
+4
68
$726K 0.55%
8,662
-1,629
69
$711K 0.53%
11,420
+357
70
$698K 0.52%
5,205
-163
71
$686K 0.52%
2,666
-65
72
$676K 0.51%
2,099
-59
73
$653K 0.49%
10,036
-254
74
$634K 0.48%
4,347
+277
75
$628K 0.47%
14,593
-68
1 2
3
4 5