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
$189M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.5M
3
+$1.93M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.4M
5
VT icon
Vanguard Total World Stock ETF
VT
+$492K

Top Sells

1
+$1.72M
2
+$1.07M
3
+$662K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$581K
5
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$447K

Sector Composition

1 Technology 8.2%
2 Healthcare 7.19%
3 Financials 5.51%
4 Consumer Discretionary 3.55%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$797K 0.42%
8,068
+440
77
$780K 0.41%
7,699
-15
78
$765K 0.4%
9,490
-1,000
79
$755K 0.4%
1,844
80
$754K 0.4%
3,824
+420
81
$738K 0.39%
6,995
-3,515
82
$733K 0.39%
3,033
+64
83
$731K 0.39%
2,196
-2
84
$713K 0.38%
14,612
+151
85
$711K 0.38%
14,000
-4,408
86
$709K 0.37%
1,546
-4
87
$703K 0.37%
3,339
+1,077
88
$692K 0.37%
2,742
-81
89
$686K 0.36%
6,618
-527
90
$685K 0.36%
11,517
-235
91
$684K 0.36%
11,914
-238
92
$666K 0.35%
2,158
-268
93
$661K 0.35%
21,810
+168
94
$656K 0.35%
13,051
+2,285
95
$650K 0.34%
77,800
96
$623K 0.33%
4,017
+94
97
$618K 0.33%
4,250
+273
98
$606K 0.32%
52,737
+1,123
99
$604K 0.32%
3,062
-17
100
$602K 0.32%
5,792
-517
2 3
4
5 6