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
$116M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$604K
3
+$521K
4
WPC icon
W.P. Carey
WPC
+$364K
5
NVS icon
Novartis
NVS
+$356K

Top Sells

1
+$1.34M
2
+$471K
3
+$464K
4
RTN
Raytheon Company
RTN
+$439K
5
ZM icon
Zoom
ZM
+$292K

Sector Composition

1 Technology 10.34%
2 Healthcare 8.54%
3 Financials 6.15%
4 Consumer Discretionary 4.78%
5 Consumer Staples 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$338K 0.29%
9,221
-940
102
$328K 0.28%
4,620
103
$328K 0.28%
38,758
-248
104
$319K 0.27%
2,228
105
$317K 0.27%
2,219
+24
106
$317K 0.27%
5,730
107
$317K 0.27%
3,068
+161
108
$313K 0.27%
8,033
+527
109
$308K 0.26%
1,276
-17
110
$298K 0.26%
2,282
-155
111
$291K 0.25%
25,799
-3,263
112
$276K 0.24%
7,978
-4,527
113
$273K 0.23%
1,203
-200
114
$272K 0.23%
1,900
115
$270K 0.23%
4,464
-124
116
$260K 0.22%
5,532
117
$246K 0.21%
16,246
+235
118
$246K 0.21%
9,070
+355
119
$243K 0.21%
+6,878
120
$230K 0.2%
30,371
+5,454
121
$229K 0.2%
4,011
-883
122
$219K 0.19%
+9,478
123
$218K 0.19%
35,959
+1,992
124
$212K 0.18%
14,697
+2,520
125
$210K 0.18%
+4,147
2 3 4
5
6