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
$256M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$548K
3
+$488K
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$386K
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$334K

Top Sells

1
+$480K
2
+$325K
3
+$265K
4
LLY icon
Eli Lilly
LLY
+$259K
5
WMT icon
Walmart
WMT
+$210K

Sector Composition

1 Financials 8.58%
2 Technology 6.6%
3 Healthcare 6.56%
4 Consumer Discretionary 3.74%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.63%
9,498
-467
52
$1.61M 0.63%
12,554
-159
53
$1.59M 0.62%
31,779
+272
54
$1.55M 0.6%
4,119
-145
55
$1.45M 0.57%
7,667
-223
56
$1.45M 0.57%
10,700
-187
57
$1.44M 0.56%
5,559
-11
58
$1.39M 0.54%
18,951
+21
59
$1.37M 0.54%
27,001
+368
60
$1.37M 0.53%
6,618
-53
61
$1.35M 0.53%
4,249
62
$1.31M 0.51%
4,779
63
$1.25M 0.49%
24,749
+3,265
64
$1.25M 0.49%
25,790
-977
65
$1.2M 0.47%
7,183
-645
66
$1.18M 0.46%
46,517
67
$1.13M 0.44%
2,016
-11
68
$1.12M 0.44%
16,061
+7,024
69
$1.11M 0.43%
54,579
+16,412
70
$1.11M 0.43%
4,954
-25
71
$1.1M 0.43%
3,520
-15
72
$1.09M 0.43%
21,841
+345
73
$1.03M 0.4%
4,660
+4
74
$1.01M 0.39%
17,946
+117
75
$1M 0.39%
1,794
1 2
3
4 5