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
$97.9M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$426K
3
+$292K
4
RUSHB icon
Rush Enterprises Class B
RUSHB
+$279K
5
AMZN icon
Amazon
AMZN
+$277K

Top Sells

1
+$1.52M
2
+$1.3M
3
+$1.18M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$884K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$724K

Sector Composition

1 Technology 10.11%
2 Healthcare 8.91%
3 Financials 6.06%
4 Consumer Discretionary 3.96%
5 Consumer Staples 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$277K 0.28%
+2,840
102
$277K 0.28%
5,730
+253
103
$274K 0.28%
8,908
-1,128
104
$272K 0.28%
10,161
+2,102
105
$268K 0.27%
4,620
+360
106
$258K 0.26%
1,293
-22
107
$258K 0.26%
7,506
+2,200
108
$255K 0.26%
2,228
-35
109
$248K 0.25%
4,894
-758
110
$247K 0.25%
5,532
111
$238K 0.24%
2,195
-46
112
$234K 0.24%
1,403
-70
113
$229K 0.23%
29,062
-6,799
114
$225K 0.23%
1,900
-110
115
$223K 0.23%
16,011
+183
116
$222K 0.23%
+3,905
117
$220K 0.22%
4,588
-742
118
$216K 0.22%
8,715
-735
119
$205K 0.21%
1,710
-162
120
$204K 0.21%
1,050
+100
121
$196K 0.2%
24,917
+10
122
$176K 0.18%
33,967
+758
123
$168K 0.17%
12,282
124
$153K 0.16%
20,699
+1,091
125
$131K 0.13%
12,177
+177
2 3 4
5
6