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
$170M
AUM Growth
+$949K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$465K
3
+$301K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$254K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$235K

Top Sells

1
+$1.21M
2
+$206K
3
+$202K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$183K
5
BABA icon
Alibaba
BABA
+$99.7K

Sector Composition

1 Technology 7.75%
2 Healthcare 7.23%
3 Financials 6.91%
4 Consumer Discretionary 3.95%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$693K 0.41%
8,628
-35
77
$692K 0.41%
8,749
+9
78
$667K 0.39%
4,127
-24
79
$662K 0.39%
21,618
+640
80
$649K 0.38%
2,376
+19
81
$647K 0.38%
13,089
+1,302
82
$639K 0.37%
10,347
+34
83
$633K 0.37%
2,975
+84
84
$633K 0.37%
7,360
-708
85
$613K 0.36%
1,621
-42
86
$607K 0.36%
2,510
+7
87
$604K 0.35%
8,114
+51
88
$584K 0.34%
6,560
-184
89
$558K 0.33%
2,536
-31
90
$529K 0.31%
4,877
+1,645
91
$514K 0.3%
3,349
-10
92
$498K 0.29%
9,340
+15
93
$494K 0.29%
2,500
94
$480K 0.28%
13,121
+975
95
$471K 0.28%
2,154
96
$465K 0.27%
10,042
+123
97
$463K 0.27%
8,274
+84
98
$463K 0.27%
12,690
+248
99
$458K 0.27%
3,093
-673
100
$458K 0.27%
3,402
+75
2 3
4
5 6