VIM
Vista Investment Management Portfolio holdings
AUM $256M
AUM
$256M
AUM Growth
-$7.79M (-3%)
Cap. Flow
+$191K
Cap. Flow % of AUM
0.07%
Top 10 Holdings %Top 10 Hldgs %
27.06%
Holding
180
New
3
Increased
46
Reduced
96
Closed
8
Top Buys
| 1 | $937K | |
| 2 | $548K | |
| 3 | $488K | |
| 4 | $386K | |
| 5 | $334K |
Top Sells
| 1 | $480K | |
| 2 | $325K | |
| 3 | $202K | |
| 4 | $191K | |
| 5 | $188K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $693K | 0.27% | 8,547 -897 | -10% | -$72.7K | |||
| $672K | 0.26% | 13,208 +750 | +6% | +$38.1K | |||
| $649K | 0.25% | 18,978 -1,350 | -7% | -$46.2K | |||
| $634K | 0.25% | 25,411 -1,417 | -5% | -$35.3K | |||
| $627K | 0.25% | 2,840 -150 | -5% | -$33.1K | |||
| $616K | 0.24% | 4,747 -186 | -4% | -$24.1K | |||
| $613K | 0.24% | 9,010 +129 | +1% | +$8.77K | |||
| $604K | 0.24% | 2,250 -299 | -12% | -$80.2K | |||
| $591K | 0.23% | 5,094 -13 | -0.3% | -$1.51K | |||
| $588K | 0.23% | 3,030 -20 | -0.7% | -$3.88K | |||
| $573K | 0.22% | 3,670 -900 | -20% | -$141K | |||
| $568K | 0.22% | 2,146 +54 | +3% | +$14.3K | |||
| $558K | 0.22% | 598 | – | – | |||
| $538K | 0.21% | 3,154 -5 | -0.2% | -$852 | |||
| $523K | 0.2% | 2,747 -178 | -6% | -$33.9K | |||
| $507K | 0.2% | 3,905 | – | – | |||
| $491K | 0.19% | 10,321 | – | – | |||
| $488K | 0.19% | 1,900 | – | – | |||
| $483K | 0.19% | 2,942 +25 | +0.9% | +$4.1K | |||
| $464K | 0.18% | 3,188 | – | – | |||
| $461K | 0.18% | 799 -10 | -1% | -$5.76K | |||
| $452K | 0.18% | 3,232 -74 | -2% | -$10.3K | |||
| $441K | 0.17% | 5,383 -93 | -2% | -$7.61K | |||
| $436K | 0.17% | 1,478 -40 | -3% | -$11.8K | |||
| $435K | 0.17% | 3,569 -58 | -2% | -$7.06K |
