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
$175M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$378K
3
+$367K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$339K
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$318K

Top Sells

1
+$797K
2
+$510K
3
+$463K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$394K
5
AMZN icon
Amazon
AMZN
+$324K

Sector Composition

1 Healthcare 8.04%
2 Technology 7.64%
3 Financials 5.99%
4 Consumer Staples 3.57%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.67%
12,570
+115
52
$1.17M 0.67%
9,002
+141
53
$1.14M 0.65%
10,510
+238
54
$1.13M 0.64%
27,583
-2,999
55
$1.07M 0.61%
10,643
+845
56
$1.06M 0.61%
21,186
+4,675
57
$1.04M 0.59%
22,140
+715
58
$1.03M 0.59%
6,078
+38
59
$1.01M 0.58%
31,877
-2,330
60
$1.01M 0.58%
30,142
+2,505
61
$987K 0.56%
12,890
+823
62
$976K 0.56%
24,864
+8,634
63
$973K 0.56%
4,673
64
$972K 0.55%
5,293
-48
65
$934K 0.53%
10,752
+210
66
$930K 0.53%
18,408
-1,200
67
$917K 0.52%
29,614
+3
68
$895K 0.51%
7,193
-114
69
$885K 0.51%
4,629
+3
70
$856K 0.49%
4,769
+274
71
$851K 0.49%
8,164
+700
72
$847K 0.48%
7,714
73
$815K 0.47%
21,642
+639
74
$815K 0.47%
10,490
+292
75
$803K 0.46%
19,133
+1,024
1 2
3
4 5