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
$170M
AUM Growth
+$949K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$465K
3
+$301K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$254K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$235K

Top Sells

1
+$1.21M
2
+$206K
3
+$202K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$183K
5
BABA icon
Alibaba
BABA
+$99.7K

Sector Composition

1 Technology 7.75%
2 Healthcare 7.23%
3 Financials 6.91%
4 Consumer Discretionary 3.95%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$457K 0.27%
14,702
-32
102
$448K 0.26%
3,202
103
$417K 0.24%
4,111
+148
104
$408K 0.24%
7,397
-157
105
$406K 0.24%
26,737
-480
106
$395K 0.23%
2,691
+31
107
$388K 0.23%
1,932
+32
108
$384K 0.23%
7,249
-306
109
$381K 0.22%
22,178
-106
110
$377K 0.22%
5,502
111
$371K 0.22%
5,480
+238
112
$369K 0.22%
4,989
+42
113
$367K 0.22%
6,878
114
$365K 0.21%
37,258
-1,500
115
$358K 0.21%
1,055
116
$353K 0.21%
3,809
-5
117
$351K 0.21%
4,023
-617
118
$350K 0.21%
1,928
+271
119
$343K 0.2%
4,018
-43
120
$341K 0.2%
1,443
-3
121
$329K 0.19%
2,000
+40
122
$328K 0.19%
1,800
+616
123
$324K 0.19%
27,910
+187
124
$321K 0.19%
1,254
-16
125
$320K 0.19%
8,518
-29
3 4
5
6 7