VIM

Vista Investment Management Portfolio holdings

AUM $303M
1-Year Est. Return 15.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$478K
3
+$446K
4
VHT icon
Vanguard Health Care ETF
VHT
+$445K
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$411K

Top Sells

1
+$1.62M
2
+$398K
3
+$324K
4
UPS icon
United Parcel Service
UPS
+$315K
5
KVUE icon
Kenvue
KVUE
+$220K

Sector Composition

1 Financials 9%
2 Technology 7.28%
3 Healthcare 5.57%
4 Consumer Discretionary 3.43%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.62%
13,228
-8
52
$1.63M 0.6%
5,224
+1,168
53
$1.57M 0.58%
22,365
-3,425
54
$1.55M 0.58%
5,544
-15
55
$1.54M 0.57%
74,827
+20,248
56
$1.52M 0.57%
11,537
-90
57
$1.48M 0.55%
25,979
-1,022
58
$1.46M 0.54%
10,789
+89
59
$1.46M 0.54%
4,157
-92
60
$1.45M 0.54%
4,758
-21
61
$1.45M 0.54%
12,084
-470
62
$1.44M 0.53%
7,388
-279
63
$1.43M 0.53%
6,298
+1,122
64
$1.4M 0.52%
20,006
+1,055
65
$1.3M 0.48%
25,733
+984
66
$1.27M 0.47%
22,215
+374
67
$1.25M 0.46%
2,008
-8
68
$1.23M 0.46%
4,776
-178
69
$1.17M 0.43%
18,037
+91
70
$1.13M 0.42%
46,517
71
$1.12M 0.42%
1,587
-21
72
$1.1M 0.41%
1,783
-11
73
$1.1M 0.41%
4,622
-38
74
$1.07M 0.4%
27,550
+508
75
$1.06M 0.39%
15,292
-769
1 2
3
4 5