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
$190M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$436K
3
+$320K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$229K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$220K

Top Sells

1
+$540K
2
+$276K
3
+$237K
4
IART icon
Integra LifeSciences
IART
+$227K
5
ATVI
Activision Blizzard
ATVI
+$213K

Sector Composition

1 Technology 7.97%
2 Healthcare 6.8%
3 Financials 5.8%
4 Consumer Discretionary 3.55%
5 Consumer Staples 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.65%
24,508
+2,193
52
$1.18M 0.62%
6,851
+25
53
$1.16M 0.61%
2,635
-14
54
$1.15M 0.6%
11,162
-36
55
$1.14M 0.6%
32,634
+15
56
$1.14M 0.6%
6,740
+314
57
$1.13M 0.59%
26,834
-373
58
$1.13M 0.59%
6,880
-67
59
$1.08M 0.56%
67,317
-8,391
60
$1.04M 0.55%
23,866
+1,451
61
$1.03M 0.54%
12,669
+1,261
62
$1.01M 0.53%
13,818
-1,152
63
$951K 0.5%
5,029
+3
64
$944K 0.5%
13,122
+838
65
$938K 0.49%
16,970
-1,049
66
$930K 0.49%
13,326
-138
67
$924K 0.49%
9,391
+315
68
$920K 0.48%
43,574
-5,069
69
$908K 0.48%
29,524
-25
70
$897K 0.47%
59,117
-2,728
71
$881K 0.46%
8,563
-972
72
$877K 0.46%
18,970
-2,450
73
$877K 0.46%
2,041
-4
74
$849K 0.45%
6,487
-252
75
$819K 0.43%
6,834
-133
1 2
3
4 5