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
$97.9M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$426K
3
+$292K
4
RUSHB icon
Rush Enterprises Class B
RUSHB
+$279K
5
AMZN icon
Amazon
AMZN
+$277K

Top Sells

1
+$1.52M
2
+$1.3M
3
+$1.18M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$884K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$724K

Sector Composition

1 Technology 10.11%
2 Healthcare 8.91%
3 Financials 6.06%
4 Consumer Discretionary 3.96%
5 Consumer Staples 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.43%
15,632
+2,622
77
$386K 0.39%
8,605
-2,815
78
$379K 0.39%
2,606
+1,509
79
$375K 0.38%
15,959
+407
80
$370K 0.38%
3,581
-11,390
81
$365K 0.37%
6,280
+220
82
$364K 0.37%
1,990
-18
83
$351K 0.36%
2,271
-3
84
$349K 0.36%
19,271
-247
85
$348K 0.36%
3,163
+39
86
$347K 0.35%
12,505
-2,088
87
$338K 0.35%
8,347
+447
88
$338K 0.35%
6,911
-5,430
89
$333K 0.34%
16,217
+317
90
$333K 0.34%
2,808
91
$328K 0.34%
9,089
-297
92
$323K 0.33%
26,055
+1,867
93
$320K 0.33%
4,358
+1,710
94
$296K 0.3%
12,941
+86
95
$294K 0.3%
2,907
+501
96
$293K 0.3%
4,048
+217
97
$292K 0.3%
+2,000
98
$283K 0.29%
6,767
-2,178
99
$283K 0.29%
39,006
-330
100
$278K 0.28%
2,437
-23
2 3
4
5 6