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
$116M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$604K
3
+$521K
4
WPC icon
W.P. Carey
WPC
+$364K
5
NVS icon
Novartis
NVS
+$356K

Top Sells

1
+$1.34M
2
+$471K
3
+$464K
4
RTN
Raytheon Company
RTN
+$439K
5
ZM icon
Zoom
ZM
+$292K

Sector Composition

1 Technology 10.34%
2 Healthcare 8.54%
3 Financials 6.15%
4 Consumer Discretionary 4.78%
5 Consumer Staples 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$760K 0.65%
3,224
-65
52
$760K 0.65%
29,699
+1,158
53
$757K 0.65%
11,649
+300
54
$744K 0.64%
2,551
-61
55
$726K 0.62%
4,635
-111
56
$690K 0.59%
15,157
+257
57
$684K 0.59%
17,626
+428
58
$681K 0.58%
8,345
-513
59
$671K 0.58%
4,602
-2
60
$652K 0.56%
7,861
-241
61
$629K 0.54%
10,051
+403
62
$627K 0.54%
5,200
+79
63
$625K 0.54%
12,328
-204
64
$623K 0.53%
2,021
-66
65
$623K 0.53%
9,406
+5,501
66
$606K 0.52%
1,956
-98
67
$604K 0.52%
+9,804
68
$590K 0.51%
4,618
69
$584K 0.5%
4,156
-141
70
$573K 0.49%
3,124
+31
71
$573K 0.49%
15,926
+294
72
$559K 0.48%
14,492
+655
73
$552K 0.47%
2,560
+1,510
74
$544K 0.47%
9,095
-829
75
$542K 0.47%
2,712
+106
1 2
3
4 5