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
$131M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.37M
3
+$1.12M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$520K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$490K

Top Sells

1
+$907K
2
+$599K
3
+$265K
4
TMO icon
Thermo Fisher Scientific
TMO
+$168K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$126K

Sector Composition

1 Technology 9.94%
2 Healthcare 7.99%
3 Financials 5.56%
4 Consumer Discretionary 5.21%
5 Consumer Staples 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$369K 0.28%
2,284
+65
102
$361K 0.28%
9,780
+1,802
103
$347K 0.26%
3,993
-79
104
$346K 0.26%
4,720
+100
105
$342K 0.26%
6,860
-2,107
106
$341K 0.26%
38,758
107
$331K 0.25%
5,545
-185
108
$325K 0.25%
2,168
-60
109
$308K 0.24%
1,175
-28
110
$306K 0.23%
2,282
111
$303K 0.23%
4,403
-61
112
$303K 0.23%
18,454
-115
113
$297K 0.23%
1,900
114
$293K 0.22%
1,860
-780
115
$293K 0.22%
3,064
-4
116
$278K 0.21%
3,865
-195
117
$276K 0.21%
9,660
+590
118
$265K 0.2%
6,878
119
$261K 0.2%
5,532
120
$249K 0.19%
4,477
+330
121
$240K 0.18%
1,220
+20
122
$235K 0.18%
7,158
-1,689
123
$235K 0.18%
4,012
+1
124
$233K 0.18%
35,959
125
$232K 0.18%
+3,902
2 3 4
5
6