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
$215M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$936K
3
+$696K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$643K
5
AAPL icon
Apple
AAPL
+$635K

Top Sells

1
+$1.49M
2
+$636K
3
+$450K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$406K
5
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$273K

Sector Composition

1 Technology 7.58%
2 Healthcare 6.9%
3 Financials 6.63%
4 Consumer Discretionary 3.7%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.61%
6,849
-31
52
$1.3M 0.6%
25,852
+1,344
53
$1.28M 0.59%
75,737
+8,420
54
$1.25M 0.58%
14,826
+1,704
55
$1.24M 0.58%
13,741
+1,072
56
$1.2M 0.56%
79,250
+20,133
57
$1.2M 0.56%
8,595
+2,108
58
$1.2M 0.56%
32,078
-556
59
$1.17M 0.54%
24,386
+520
60
$1.15M 0.54%
7,733
+993
61
$1.12M 0.52%
2,875
+240
62
$1.1M 0.51%
35,899
-13,282
63
$1.09M 0.51%
26,076
-15,169
64
$1.08M 0.5%
9,935
+544
65
$1.07M 0.5%
5,005
-24
66
$1.05M 0.49%
11,795
-2,023
67
$1.04M 0.49%
18,489
+4,336
68
$1.04M 0.48%
9,244
+580
69
$1.02M 0.47%
29,424
-100
70
$981K 0.46%
19,928
+7,539
71
$978K 0.45%
16,274
-696
72
$976K 0.45%
14,487
+3,864
73
$960K 0.45%
2,010
-31
74
$920K 0.43%
5,347
+252
75
$914K 0.42%
11,572
-1,754
1 2
3
4 5