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
$189M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.5M
3
+$1.93M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.4M
5
VT icon
Vanguard Total World Stock ETF
VT
+$492K

Top Sells

1
+$1.72M
2
+$1.07M
3
+$662K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$581K
5
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$447K

Sector Composition

1 Technology 8.2%
2 Healthcare 7.19%
3 Financials 5.51%
4 Consumer Discretionary 3.55%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.64%
32,205
+1,826
52
$1.19M 0.63%
5,854
+1,225
53
$1.18M 0.62%
43,418
-7,093
54
$1.16M 0.61%
15,215
+233
55
$1.14M 0.6%
26,640
+1,776
56
$1.11M 0.59%
11,125
+373
57
$1.11M 0.58%
11,291
+648
58
$1.1M 0.58%
21,828
+642
59
$1.09M 0.58%
32,027
+1,885
60
$1.07M 0.57%
7,081
-112
61
$1.02M 0.54%
4,665
-8
62
$1.01M 0.53%
21,172
-968
63
$1M 0.53%
18,462
+780
64
$983K 0.52%
5,185
-108
65
$981K 0.52%
6,014
+1,245
66
$979K 0.52%
21,665
+2,532
67
$972K 0.51%
13,086
+516
68
$936K 0.49%
9,196
+1,070
69
$927K 0.49%
12,218
-672
70
$919K 0.49%
2,570
+291
71
$893K 0.47%
8,535
+371
72
$887K 0.47%
29,614
73
$850K 0.45%
2,067
+63
74
$835K 0.44%
4,487
+57
75
$798K 0.42%
4,112
+330
1 2
3
4 5