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
$265M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$705K
3
+$590K
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$499K
5
CRM icon
Salesforce
CRM
+$452K

Top Sells

1
+$575K
2
+$282K
3
+$279K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$260K
5
CHTR icon
Charter Communications
CHTR
+$255K

Sector Composition

1 Financials 8.53%
2 Technology 7.47%
3 Healthcare 6.84%
4 Consumer Discretionary 3.94%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.4%
10,647
-645
77
$1.04M 0.39%
1,818
-3
78
$1.03M 0.39%
29,949
+915
79
$1.01M 0.38%
28,689
+1,341
80
$980K 0.37%
17,789
+816
81
$977K 0.37%
4,731
-43
82
$965K 0.36%
2,096
+17
83
$938K 0.35%
2,754
-3
84
$937K 0.35%
9,721
-36
85
$927K 0.35%
14,886
+482
86
$901K 0.34%
4,033
-143
87
$865K 0.33%
7,588
88
$861K 0.32%
1,512
89
$856K 0.32%
14,806
90
$812K 0.31%
15,840
+1,915
91
$811K 0.31%
7,703
+166
92
$806K 0.3%
1,628
-42
93
$806K 0.3%
7,588
+525
94
$792K 0.3%
30,345
-2,450
95
$783K 0.3%
6,105
+15
96
$775K 0.29%
3,869
97
$771K 0.29%
4,614
-119
98
$770K 0.29%
15,108
+1,508
99
$768K 0.29%
1,652
-20
100
$764K 0.29%
13,303
-255
2 3
4
5 6