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
$170M
AUM Growth
+$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$737K
3
+$613K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$457K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$334K

Top Sells

1
+$656K
2
+$648K
3
+$261K
4
AXP icon
American Express
AXP
+$229K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$214K

Sector Composition

1 Technology 8.78%
2 Healthcare 7.16%
3 Financials 6.8%
4 Consumer Discretionary 4.23%
5 Consumer Staples 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.69%
40,060
+1,010
52
$1.14M 0.67%
21,442
-94
53
$1.12M 0.66%
13,467
+1
54
$1.12M 0.66%
4,973
-137
55
$1.01M 0.6%
4,543
+7
56
$1M 0.59%
12,045
+34
57
$1M 0.59%
22,133
+236
58
$993K 0.59%
9,475
+337
59
$968K 0.57%
30,171
-30
60
$968K 0.57%
7,161
+38
61
$942K 0.56%
5,209
+24
62
$940K 0.55%
9,142
-260
63
$914K 0.54%
7,882
64
$854K 0.5%
3,766
+46
65
$829K 0.49%
1,928
-13
66
$809K 0.48%
1,890
67
$807K 0.48%
11,046
+276
68
$806K 0.48%
2,321
69
$798K 0.47%
2,540
70
$786K 0.46%
15,260
-387
71
$763K 0.45%
1,554
-4
72
$723K 0.43%
8,663
-475
73
$719K 0.42%
8,740
-97
74
$713K 0.42%
9,168
-649
75
$709K 0.42%
3,972
-32
1 2
3
4 5