VIM
Vista Investment Management Portfolio holdings
AUM
$269M
This Quarter Return
-1.36%
1 Year Return
+10.75%
3 Year Return
+37.57%
5 Year Return
+68.82%
10 Year Return
–
AUM
$95.5M
AUM Growth
+$95.5M
(-0.13%)
Cap. Flow
+$1.71M
Cap. Flow
% of AUM
1.79%
Top 10 Holdings %
Top 10 Hldgs %
20.32%
Holding
140
New
9
Increased
35
Reduced
56
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$910K |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$707K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$415K |
| 4 |
VanEck Intermediate Muni ETF
ITM
|
$408K |
| 5 |
GE Aerospace
GE
|
$275K |
Sector Composition
| 1 | Financials | 11.73% |
| 2 | Healthcare | 7.88% |
| 3 | Technology | 5.82% |
| 4 | Consumer Staples | 4.7% |
| 5 | Consumer Discretionary | 4.26% |
