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
$246M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.95M
3
+$1.73M
4
PFE icon
Pfizer
PFE
+$1.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.21M

Top Sells

1
+$1.04M
2
+$597K
3
+$246K
4
IART icon
Integra LifeSciences
IART
+$224K
5
COHR icon
Coherent
COHR
+$211K

Sector Composition

1 Financials 8.66%
2 Healthcare 7%
3 Technology 6.94%
4 Consumer Discretionary 3.64%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.6%
15,199
+373
52
$1.48M 0.6%
9,811
+1,216
53
$1.48M 0.6%
4,258
54
$1.42M 0.58%
6,825
-24
55
$1.34M 0.55%
33,720
+1,642
56
$1.32M 0.54%
10,072
+828
57
$1.29M 0.53%
+46,517
58
$1.28M 0.52%
4,911
-948
59
$1.26M 0.51%
18,589
+4,102
60
$1.25M 0.51%
24,960
+574
61
$1.24M 0.51%
7,870
+137
62
$1.21M 0.49%
23,970
-1,882
63
$1.2M 0.49%
10,241
+306
64
$1.19M 0.49%
23,058
+3,130
65
$1.17M 0.48%
+23,151
66
$1.17M 0.48%
21,037
+2,548
67
$1.13M 0.46%
4,953
-52
68
$1.13M 0.46%
36,570
+671
69
$1.13M 0.46%
84,949
+5,699
70
$1.07M 0.44%
11,325
-470
71
$1.07M 0.44%
14,449
-1,825
72
$1.06M 0.43%
5,347
73
$1.06M 0.43%
2,010
74
$1.04M 0.42%
27,937
-1,487
75
$1.02M 0.42%
24,335
-1,741
1 2
3
4 5