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
$165M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$492K
3
+$431K
4
WBD icon
Warner Bros
WBD
+$406K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$395K

Top Sells

1
+$885K
2
+$771K
3
+$754K
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$474K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$368K

Sector Composition

1 Healthcare 8.06%
2 Technology 7.9%
3 Financials 5.67%
4 Consumer Staples 3.61%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$703K 0.42%
3,958
-124
77
$691K 0.42%
9,394
+367
78
$676K 0.41%
12,384
+952
79
$658K 0.4%
6,020
+780
80
$653K 0.39%
2,391
+43
81
$653K 0.39%
7,408
+244
82
$644K 0.39%
2,833
+82
83
$640K 0.39%
1,548
84
$619K 0.37%
17,355
+8,286
85
$617K 0.37%
12,580
+2,560
86
$591K 0.36%
5,420
+180
87
$591K 0.36%
4,333
-928
88
$588K 0.36%
2,920
+235
89
$585K 0.35%
4,044
-54
90
$582K 0.35%
5,563
-488
91
$566K 0.34%
19,208
+1,871
92
$563K 0.34%
3,111
-203
93
$557K 0.34%
2,268
+116
94
$537K 0.32%
3,907
-33
95
$536K 0.32%
3,068
+50
96
$529K 0.32%
1,876
-22
97
$526K 0.32%
2,198
98
$506K 0.31%
15,438
+2,828
99
$505K 0.31%
3,287
+1,203
100
$499K 0.3%
1,681
+81
2 3
4
5 6