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
$131M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.37M
3
+$1.12M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$520K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$490K

Top Sells

1
+$907K
2
+$599K
3
+$265K
4
TMO icon
Thermo Fisher Scientific
TMO
+$168K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$126K

Sector Composition

1 Technology 9.94%
2 Healthcare 7.99%
3 Financials 5.56%
4 Consumer Discretionary 5.21%
5 Consumer Staples 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$539K 0.41%
1,592
-8
77
$534K 0.41%
14,496
+4
78
$518K 0.4%
9,001
-803
79
$516K 0.39%
3,124
80
$507K 0.39%
8,599
+225
81
$490K 0.37%
9,461
+366
82
$489K 0.37%
15,088
-1,123
83
$452K 0.34%
2,123
+119
84
$452K 0.34%
2,247
-10
85
$452K 0.34%
11,051
-2,869
86
$451K 0.34%
9,807
+433
87
$442K 0.34%
3,439
-22
88
$435K 0.33%
3,128
+127
89
$432K 0.33%
9,816
-11
90
$431K 0.33%
5,860
-320
91
$426K 0.33%
5,388
+387
92
$426K 0.33%
2,735
-73
93
$413K 0.32%
24,805
+698
94
$403K 0.31%
9,599
+378
95
$395K 0.3%
9,077
96
$389K 0.3%
24,686
-1,113
97
$381K 0.29%
8,230
+197
98
$381K 0.29%
10,606
-1,722
99
$380K 0.29%
1,276
100
$380K 0.29%
+19,595
2 3
4
5 6