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
$175M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$378K
3
+$367K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$339K
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$318K

Top Sells

1
+$797K
2
+$510K
3
+$463K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$394K
5
AMZN icon
Amazon
AMZN
+$324K

Sector Composition

1 Healthcare 8.04%
2 Technology 7.64%
3 Financials 5.99%
4 Consumer Staples 3.57%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$796K 0.45%
8,126
+32
77
$780K 0.45%
2,969
-13
78
$773K 0.44%
2,279
+1,116
79
$770K 0.44%
2,004
+133
80
$749K 0.43%
2,426
+9
81
$746K 0.43%
7,628
+398
82
$732K 0.42%
4,430
+234
83
$705K 0.4%
1,844
-58
84
$693K 0.4%
3,923
-43
85
$689K 0.39%
3,404
+360
86
$686K 0.39%
1,550
87
$681K 0.39%
51,614
+10,404
88
$675K 0.39%
14,461
+1,796
89
$664K 0.38%
11,752
-1,750
90
$657K 0.38%
3,782
+1,025
91
$634K 0.36%
3,977
+272
92
$630K 0.36%
7,145
+1,329
93
$618K 0.35%
2,823
-374
94
$616K 0.35%
5,222
+39
95
$611K 0.35%
7,449
+113
96
$584K 0.33%
12,152
+267
97
$575K 0.33%
1,675
-3
98
$560K 0.32%
6,309
+243
99
$557K 0.32%
2,262
+9
100
$541K 0.31%
10,766
-3,835
2 3
4
5 6