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
$149M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$995K
3
+$873K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$506K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$505K

Top Sells

1
+$587K
2
+$451K
3
+$407K
4
DIS icon
Walt Disney
DIS
+$309K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$305K

Sector Composition

1 Technology 9.44%
2 Healthcare 7.24%
3 Financials 6.16%
4 Consumer Discretionary 4.53%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$665K 0.45%
4,226
+16
77
$646K 0.43%
10,414
-534
78
$644K 0.43%
4,004
-525
79
$643K 0.43%
8,881
-173
80
$627K 0.42%
8,764
-237
81
$563K 0.38%
7,152
-784
82
$554K 0.37%
2,586
-538
83
$554K 0.37%
2,389
+266
84
$530K 0.36%
7,748
-851
85
$505K 0.34%
6,471
+1,083
86
$489K 0.33%
5,580
-280
87
$483K 0.32%
9,693
-913
88
$482K 0.32%
3,416
-23
89
$481K 0.32%
1,825
-422
90
$479K 0.32%
13,309
-1,779
91
$478K 0.32%
3,220
+156
92
$471K 0.32%
9,445
-16
93
$464K 0.31%
25,024
+219
94
$437K 0.29%
3,139
+11
95
$433K 0.29%
4,940
+220
96
$430K 0.29%
8,210
-20
97
$429K 0.29%
2,454
+170
98
$429K 0.29%
2,500
-235
99
$425K 0.28%
2,168
100
$407K 0.27%
9,608
-172
2 3
4
5 6