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
$121M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.4M
3
+$1M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$733K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$578K

Top Sells

1
+$1.85M
2
+$1.71M
3
+$1.07M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$476K
5
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$323K

Sector Composition

1 Financials 8.32%
2 Technology 8.23%
3 Healthcare 7.59%
4 Consumer Staples 4.09%
5 Consumer Discretionary 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$557K 0.46%
4,618
77
$551K 0.45%
9,463
78
$543K 0.45%
19,518
-540
79
$543K 0.45%
3,227
-1,725
80
$527K 0.43%
4,070
-124
81
$525K 0.43%
10,197
+42
82
$513K 0.42%
3,395
-31
83
$503K 0.42%
2,566
+12
84
$499K 0.41%
6,834
-3,254
85
$489K 0.4%
15,790
-638
86
$481K 0.4%
28,067
+1,263
87
$476K 0.39%
2,299
88
$470K 0.39%
24,219
89
$455K 0.38%
15,968
90
$450K 0.37%
3,798
+124
91
$439K 0.36%
28,632
+1,650
92
$426K 0.35%
6,488
93
$404K 0.33%
5,770
-119
94
$402K 0.33%
1,931
+209
95
$389K 0.32%
3,128
-120
96
$387K 0.32%
39,336
97
$369K 0.3%
2,810
98
$367K 0.3%
6,020
-380
99
$367K 0.3%
7,481
+348
100
$342K 0.28%
2,263
2 3
4
5 6