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
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.35M
3
+$2.13M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.07M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.04M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.77%
2 Healthcare 7.82%
3 Technology 5.66%
4 Consumer Staples 4.98%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$307K 0.32%
+6,060
102
$297K 0.31%
+1,950
103
$286K 0.3%
+2,334
104
$279K 0.29%
+2,520
105
$278K 0.29%
+4,770
106
$277K 0.29%
+19,500
107
$275K 0.29%
+3,292
108
$275K 0.29%
+9,858
109
$275K 0.29%
+1,848
110
$266K 0.28%
+19,273
111
$266K 0.28%
+2,275
112
$251K 0.26%
+5,250
113
$246K 0.26%
+4,050
114
$244K 0.26%
+10,015
115
$242K 0.25%
+3,285
116
$237K 0.25%
+1,521
117
$234K 0.24%
+1,425
118
$232K 0.24%
+8,666
119
$231K 0.24%
+2,778
120
$228K 0.24%
+3,157
121
$225K 0.24%
+2,651
122
$221K 0.23%
+1,117
123
$221K 0.23%
+5,800
124
$219K 0.23%
+13,925
125
$215K 0.22%
+15,000
2 3 4
5
6