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
$97.9M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$426K
3
+$292K
4
RUSHB icon
Rush Enterprises Class B
RUSHB
+$279K
5
AMZN icon
Amazon
AMZN
+$277K

Top Sells

1
+$1.52M
2
+$1.3M
3
+$1.18M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$884K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$724K

Sector Composition

1 Technology 10.11%
2 Healthcare 8.91%
3 Financials 6.06%
4 Consumer Discretionary 3.96%
5 Consumer Staples 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$643K 0.66%
19,416
-792
52
$633K 0.65%
14,900
+703
53
$612K 0.63%
8,102
-46
54
$612K 0.63%
4,746
+1,253
55
$607K 0.62%
2,612
-54
56
$573K 0.59%
17,198
-902
57
$567K 0.58%
18,024
-1,197
58
$563K 0.58%
4,297
-50
59
$558K 0.57%
8,858
+598
60
$541K 0.55%
15,169
+3,043
61
$538K 0.55%
2,087
-12
62
$537K 0.55%
9,924
-221
63
$532K 0.54%
4,604
-2,534
64
$531K 0.54%
2,054
-5,028
65
$511K 0.52%
15,074
+854
66
$493K 0.5%
5,121
-84
67
$488K 0.5%
13,837
+513
68
$486K 0.5%
9,648
-267
69
$471K 0.48%
2,659
-292
70
$461K 0.47%
3,093
-43
71
$453K 0.46%
4,618
72
$450K 0.46%
12,532
+3,870
73
$439K 0.45%
3,347
+908
74
$428K 0.44%
9,508
-145
75
$421K 0.43%
1,600
-19
1 2
3
4 5