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
+$949K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$465K
3
+$301K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$254K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$235K

Top Sells

1
+$1.21M
2
+$206K
3
+$202K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$183K
5
BABA icon
Alibaba
BABA
+$99.7K

Sector Composition

1 Technology 7.75%
2 Healthcare 7.23%
3 Financials 6.91%
4 Consumer Discretionary 3.95%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.69%
6,926
-69
52
$1.16M 0.68%
21,352
-90
53
$1.13M 0.66%
14,050
+583
54
$1.09M 0.64%
4,993
+20
55
$1.05M 0.62%
9,151
+9
56
$1.01M 0.59%
11,933
-112
57
$1M 0.59%
4,521
-22
58
$997K 0.58%
9,646
+171
59
$990K 0.58%
22,636
+503
60
$969K 0.57%
7,059
-102
61
$950K 0.56%
3,065
+525
62
$932K 0.55%
5,381
+172
63
$925K 0.54%
7,827
-55
64
$895K 0.53%
30,102
-69
65
$886K 0.52%
2,064
+174
66
$874K 0.51%
12,220
+1,174
67
$855K 0.5%
1,984
+56
68
$790K 0.46%
2,321
69
$766K 0.45%
3,089
-48
70
$760K 0.45%
15,058
-202
71
$747K 0.44%
1,553
-1
72
$721K 0.42%
9,594
+426
73
$715K 0.42%
3,986
+14
74
$706K 0.41%
5,300
-140
75
$706K 0.41%
5,280
+20
1 2
3
4 5