VIM
Vista Investment Management Portfolio holdings
AUM $256M
AUM
$256M
AUM Growth
-$7.79M (-3%)
Cap. Flow
+$191K
Cap. Flow % of AUM
0.07%
Top 10 Holdings %Top 10 Hldgs %
27.06%
Holding
180
New
3
Increased
46
Reduced
96
Closed
8
Top Buys
| 1 | $937K | |
| 2 | $548K | |
| 3 | $488K | |
| 4 | $386K | |
| 5 | $334K |
Top Sells
| 1 | $480K | |
| 2 | $325K | |
| 3 | $202K | |
| 4 | $191K | |
| 5 | $188K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $990K | 0.39% | 7,462 -116 | -2% | -$15.4K | |||
| $966K | 0.38% | 1,813 -227 | -11% | -$121K | |||
| $947K | 0.37% | 80,626 -5,185 | -6% | -$60.9K | |||
| $911K | 0.36% | 27,042 -1,465 | -5% | -$49.3K | |||
| $905K | 0.35% | 10,080 -456 | -4% | -$40.9K | |||
| $903K | 0.35% | 3,882 -140 | -3% | -$32.6K | |||
| $894K | 0.35% | 3,606 -200 | -5% | -$49.6K | |||
| $879K | 0.34% | 8,365 -188 | -2% | -$19.7K | |||
| $878K | 0.34% | 1,608 -6 | -0.4% | -$3.28K | |||
| $878K | 0.34% | 11,755 -724 | -6% | -$54.1K | |||
| $878K | 0.34% | 6,805 +10 | +0.2% | +$1.29K | |||
| $870K | 0.34% | 13,786 -1,258 | -8% | -$79.4K | |||
| $866K | 0.34% | 2,662 -35 | -1% | -$11.4K | |||
| $863K | 0.34% | 29,315 -124 | -0.4% | -$3.65K | |||
| $859K | 0.34% | 5,176 +3,303 | +176% | +$548K | |||
| $846K | 0.33% | 16,920 +700 | +4% | +$35K | |||
| $830K | 0.32% | 14,806 | – | – | |||
| $802K | 0.31% | 1,654 -18 | -1% | -$8.73K | |||
| $802K | 0.31% | 1,503 +1 | +0.1% | +$533 | |||
| $801K | 0.31% | 7,588 | – | – | |||
| $796K | 0.31% | 9,258 +22 | +0.2% | +$1.89K | |||
| $769K | 0.3% | 4,440 -5 | -0.1% | -$866 | |||
| $764K | 0.3% | 3,869 | – | – | |||
| $756K | 0.3% | 4,206 -214 | -5% | -$38.5K | |||
| $717K | 0.28% | 13,278 +3 | +0% | +$162 |
