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
$149M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$995K
3
+$873K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$506K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$505K

Top Sells

1
+$587K
2
+$451K
3
+$407K
4
DIS icon
Walt Disney
DIS
+$309K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$305K

Sector Composition

1 Technology 9.44%
2 Healthcare 7.24%
3 Financials 6.16%
4 Consumer Discretionary 4.53%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$887K 0.59%
8,102
-1,270
52
$883K 0.59%
34,830
+2,540
53
$882K 0.59%
4,532
-63
54
$869K 0.58%
2,389
-52
55
$867K 0.58%
28,735
-1,699
56
$866K 0.58%
8,762
-867
57
$866K 0.58%
7,154
-1,099
58
$850K 0.57%
14,381
-2,349
59
$841K 0.56%
3,612
+1,024
60
$839K 0.56%
45,593
-2,821
61
$792K 0.53%
11,597
-360
62
$786K 0.53%
2,095
-36
63
$767K 0.51%
9,775
-41
64
$762K 0.51%
4,853
-474
65
$757K 0.51%
19,704
+1,043
66
$748K 0.5%
15,841
-3,244
67
$738K 0.49%
12,381
-2,405
68
$736K 0.49%
8,045
+5,525
69
$727K 0.49%
14,836
+340
70
$714K 0.48%
1,909
-3
71
$695K 0.47%
2,526
-221
72
$675K 0.45%
21,967
-9,395
73
$669K 0.45%
2,909
-296
74
$669K 0.45%
1,592
75
$667K 0.45%
9,652
-974
1 2
3
4 5