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
$264M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$845K
3
+$777K
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$768K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$552K

Top Sells

1
+$732K
2
+$578K
3
+$534K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$404K
5
COHR icon
Coherent
COHR
+$395K

Sector Composition

1 Financials 8.96%
2 Technology 7.23%
3 Healthcare 6.06%
4 Consumer Discretionary 4.11%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.66%
9,965
-143
52
$1.68M 0.64%
31,507
+230
53
$1.67M 0.63%
28,128
-1,617
54
$1.56M 0.59%
12,713
-91
55
$1.55M 0.59%
6,671
-122
56
$1.54M 0.58%
26,767
+673
57
$1.5M 0.57%
10,887
+47
58
$1.48M 0.56%
7,890
+122
59
$1.47M 0.56%
5,570
-279
60
$1.43M 0.54%
4,249
-130
61
$1.39M 0.53%
4,779
-34
62
$1.31M 0.5%
21,496
-810
63
$1.27M 0.48%
26,633
+238
64
$1.24M 0.47%
18,930
-1,440
65
$1.23M 0.47%
46,517
66
$1.19M 0.45%
2,027
-30
67
$1.19M 0.45%
85,811
-2,307
68
$1.14M 0.43%
4,979
-150
69
$1.13M 0.43%
7,828
-394
70
$1.12M 0.42%
4,656
-142
71
$1.08M 0.41%
21,484
-22
72
$1.05M 0.4%
1,794
-24
73
$1.05M 0.4%
10,536
-1,627
74
$1.05M 0.4%
17,829
+40
75
$1.01M 0.38%
2,697
-57
1 2
3
4 5