VIM

Vista Investment Management Portfolio holdings

AUM $269M
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.4M
3
+$1M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$733K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$578K

Top Sells

1
+$1.85M
2
+$1.71M
3
+$1.07M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$476K
5
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$323K

Sector Composition

1 Financials 8.32%
2 Technology 8.23%
3 Healthcare 7.59%
4 Consumer Staples 4.09%
5 Consumer Discretionary 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$340K 0.28%
9,564
-3,015
102
$335K 0.28%
2,436
103
$332K 0.27%
5,532
104
$331K 0.27%
2,377
-43
105
$325K 0.27%
15,747
-400
106
$323K 0.27%
2,241
-47
107
$302K 0.25%
2,644
-80
108
$296K 0.24%
1,332
-66
109
$296K 0.24%
5,383
+339
110
$285K 0.24%
5,440
-67
111
$274K 0.23%
2,010
-29
112
$271K 0.22%
9,667
-294
113
$270K 0.22%
24,766
114
$265K 0.22%
9,450
115
$264K 0.22%
1,484
-38
116
$260K 0.21%
1,636
-334
117
$260K 0.21%
4,260
-500
118
$252K 0.21%
1,872
119
$247K 0.2%
4,957
-516
120
$238K 0.2%
20,608
-174
121
$231K 0.19%
5,128
+129
122
$231K 0.19%
4,050
123
$227K 0.19%
3,216
+159
124
$226K 0.19%
12,136
125
$224K 0.18%
1,893
-67
2 3 4
5
6