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
$265M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$705K
3
+$590K
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$499K
5
CRM icon
Salesforce
CRM
+$452K

Top Sells

1
+$575K
2
+$282K
3
+$279K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$260K
5
CHTR icon
Charter Communications
CHTR
+$255K

Sector Composition

1 Financials 8.53%
2 Technology 7.47%
3 Healthcare 6.84%
4 Consumer Discretionary 3.94%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.62%
7,768
+209
52
$1.63M 0.61%
31,277
-159
53
$1.59M 0.6%
20,370
+768
54
$1.58M 0.6%
28,046
-284
55
$1.58M 0.6%
29,745
-2,180
56
$1.57M 0.59%
12,804
+197
57
$1.54M 0.58%
5,849
-25
58
$1.53M 0.58%
6,793
-3
59
$1.49M 0.56%
10,840
-120
60
$1.42M 0.53%
10,108
-66
61
$1.4M 0.53%
4,379
62
$1.39M 0.53%
26,395
+1,115
63
$1.38M 0.52%
12,163
+81
64
$1.37M 0.52%
88,118
+1,910
65
$1.36M 0.51%
4,813
-88
66
$1.35M 0.51%
46,517
67
$1.25M 0.47%
5,129
-176
68
$1.21M 0.46%
8,222
+82
69
$1.19M 0.45%
2,057
-3
70
$1.14M 0.43%
4,798
-107
71
$1.13M 0.43%
3,509
-2
72
$1.09M 0.41%
21,506
+2,153
73
$1.07M 0.4%
12,761
-869
74
$1.06M 0.4%
22,306
-981
75
$1.06M 0.4%
3,920
-204
1 2
3
4 5