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
$247M
AUM Growth
+$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$5.14M
3
+$789K
4
LVS icon
Las Vegas Sands
LVS
+$439K
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$353K

Top Sells

1
+$4.87M
2
+$1.02M
3
+$728K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$640K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$609K

Sector Composition

1 Financials 8.49%
2 Technology 7.44%
3 Healthcare 6.99%
4 Consumer Discretionary 3.36%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.62%
6,796
-29
52
$1.53M 0.62%
19,602
+1,013
53
$1.52M 0.61%
31,925
+192
54
$1.51M 0.61%
31,436
+1,395
55
$1.5M 0.61%
12,082
-151
56
$1.46M 0.59%
32,983
+9,925
57
$1.46M 0.59%
7,559
+233
58
$1.42M 0.58%
5,874
-79
59
$1.42M 0.57%
24,434
+3,397
60
$1.41M 0.57%
4,379
+121
61
$1.33M 0.54%
10,174
+102
62
$1.31M 0.53%
4,901
-10
63
$1.3M 0.53%
46,517
64
$1.27M 0.52%
8,140
+270
65
$1.26M 0.51%
10,960
+719
66
$1.25M 0.51%
25,280
+320
67
$1.24M 0.5%
86,208
+1,259
68
$1.13M 0.46%
2,060
+50
69
$1.1M 0.44%
3,511
+159
70
$1.07M 0.43%
4,905
-48
71
$1.05M 0.42%
11,292
-33
72
$1.04M 0.42%
23,287
-747
73
$1.03M 0.42%
13,630
-819
74
$1.02M 0.41%
5,305
-42
75
$991K 0.4%
1,821
-1
1 2
3
4 5