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
$246M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.95M
3
+$1.73M
4
PFE icon
Pfizer
PFE
+$1.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.21M

Top Sells

1
+$1.04M
2
+$597K
3
+$246K
4
IART icon
Integra LifeSciences
IART
+$224K
5
COHR icon
Coherent
COHR
+$211K

Sector Composition

1 Financials 8.66%
2 Healthcare 7%
3 Technology 6.94%
4 Consumer Discretionary 3.64%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$953K 0.39%
1,822
-5
77
$953K 0.39%
3,352
+421
78
$945K 0.38%
7,421
+228
79
$901K 0.37%
18,990
+820
80
$895K 0.36%
24,034
-1,237
81
$882K 0.36%
9,493
+92
82
$879K 0.36%
2,091
-9
83
$872K 0.36%
2,745
-7
84
$870K 0.35%
7,652
-35
85
$856K 0.35%
3,918
+410
86
$849K 0.35%
4,876
+37
87
$843K 0.34%
17,017
+841
88
$841K 0.34%
1,512
89
$805K 0.33%
4,124
-119
90
$795K 0.32%
6,570
-23
91
$772K 0.31%
13,674
+226
92
$754K 0.31%
4,950
-517
93
$740K 0.3%
7,063
-500
94
$731K 0.3%
22,176
+1,773
95
$728K 0.3%
+14,806
96
$717K 0.29%
8,994
-2,578
97
$711K 0.29%
3,869
98
$711K 0.29%
1,700
-53
99
$704K 0.29%
1,684
-106
100
$701K 0.29%
+18,611
2 3
4
5 6