VIM

Vista Investment Management Portfolio holdings

AUM $286M
1-Year Est. Return 10.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.35M
3
+$2.13M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.07M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.04M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.77%
2 Healthcare 7.82%
3 Technology 5.66%
4 Consumer Staples 4.98%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$515K 0.54%
+5,607
77
$495K 0.52%
+13,380
78
$477K 0.5%
+2,422
79
$459K 0.48%
+3,282
80
$453K 0.47%
+11,836
81
$448K 0.47%
+3,035
82
$443K 0.46%
+9,604
83
$408K 0.43%
+8,475
84
$407K 0.43%
+8,240
85
$404K 0.42%
+7,098
86
$373K 0.39%
+5,328
87
$363K 0.38%
+20,069
88
$357K 0.37%
+1,620
89
$355K 0.37%
+13,275
90
$354K 0.37%
+7,492
91
$348K 0.36%
+2,335
92
$347K 0.36%
+2,534
93
$345K 0.36%
+2,755
94
$335K 0.35%
+29,107
95
$334K 0.35%
+7,916
96
$334K 0.35%
+2,630
97
$327K 0.34%
+12,143
98
$319K 0.33%
+1,807
99
$317K 0.33%
+3,073
100
$317K 0.33%
+3,207
2 3
4
5 6