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
$149M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$995K
3
+$873K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$506K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$505K

Top Sells

1
+$587K
2
+$451K
3
+$407K
4
DIS icon
Walt Disney
DIS
+$309K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$305K

Sector Composition

1 Technology 9.44%
2 Healthcare 7.24%
3 Financials 6.16%
4 Consumer Discretionary 4.53%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.27%
8,780
-2,271
102
$391K 0.26%
7,507
-1,570
103
$377K 0.25%
38,758
104
$375K 0.25%
7,654
-1,945
105
$363K 0.24%
4,381
-22
106
$359K 0.24%
5,532
107
$348K 0.23%
4,117
+252
108
$348K 0.23%
14,817
-3,637
109
$347K 0.23%
1,270
-6
110
$342K 0.23%
23,485
-1,201
111
$342K 0.23%
6,861
+1
112
$341K 0.23%
5,272
-273
113
$337K 0.23%
1,588
+412
114
$334K 0.22%
1,900
115
$333K 0.22%
2,282
116
$328K 0.22%
3,469
-524
117
$313K 0.21%
6,878
118
$311K 0.21%
+2,783
119
$308K 0.21%
1,126
-49
120
$297K 0.2%
2,608
+387
121
$293K 0.2%
35,959
122
$288K 0.19%
3,958
-54
123
$287K 0.19%
1,760
-100
124
$280K 0.19%
29,512
-860
125
$272K 0.18%
9,000
-660
3 4
5
6 7