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
$256M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$548K
3
+$488K
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$386K
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$334K

Top Sells

1
+$480K
2
+$325K
3
+$265K
4
LLY icon
Eli Lilly
LLY
+$259K
5
WMT icon
Walmart
WMT
+$210K

Sector Composition

1 Financials 8.58%
2 Technology 6.6%
3 Healthcare 6.56%
4 Consumer Discretionary 3.74%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$990K 0.39%
7,462
-116
77
$966K 0.38%
1,813
-227
78
$947K 0.37%
80,626
-5,185
79
$911K 0.36%
27,042
-1,465
80
$905K 0.35%
10,080
-456
81
$903K 0.35%
3,882
-140
82
$894K 0.35%
3,606
-200
83
$879K 0.34%
8,365
-188
84
$878K 0.34%
1,608
-6
85
$878K 0.34%
11,755
-724
86
$878K 0.34%
6,805
+10
87
$870K 0.34%
13,786
-1,258
88
$866K 0.34%
2,662
-35
89
$863K 0.34%
29,315
-124
90
$859K 0.34%
5,176
+3,303
91
$846K 0.33%
16,920
+700
92
$830K 0.32%
14,806
93
$802K 0.31%
1,654
-18
94
$802K 0.31%
1,503
+1
95
$801K 0.31%
7,588
96
$796K 0.31%
9,258
+22
97
$769K 0.3%
4,440
-5
98
$764K 0.3%
3,869
99
$756K 0.3%
4,206
-214
100
$717K 0.28%
13,278
+3
2 3
4
5 6