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
$133M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$571K
3
+$451K
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$345K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$304K

Top Sells

1
+$420K
2
+$248K
3
+$156K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$141K
5
EOG icon
EOG Resources
EOG
+$137K

Sector Composition

1 Technology 8.21%
2 Financials 8.16%
3 Healthcare 7.95%
4 Consumer Discretionary 4.05%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.3%
2,808
-2
102
$395K 0.3%
39,336
103
$390K 0.29%
3,124
-4
104
$375K 0.28%
2,263
105
$363K 0.27%
2,460
+24
106
$335K 0.25%
15,828
+81
107
$326K 0.24%
2,241
108
$322K 0.24%
5,532
109
$309K 0.23%
1,315
-17
110
$302K 0.23%
1,473
-11
111
$298K 0.22%
6,226
+1,194
112
$298K 0.22%
9,667
113
$297K 0.22%
2,010
114
$296K 0.22%
5,330
-110
115
$290K 0.22%
5,477
+94
116
$288K 0.22%
24,907
+141
117
$285K 0.21%
4,260
118
$283K 0.21%
2,481
-163
119
$276K 0.21%
9,450
120
$265K 0.2%
4,928
-29
121
$263K 0.2%
1,872
122
$253K 0.19%
33,209
+2,120
123
$249K 0.19%
19,608
-1,000
124
$246K 0.18%
1,841
-52
125
$239K 0.18%
5,306
+178
2 3 4
5
6