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
$189M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.5M
3
+$1.93M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.4M
5
VT icon
Vanguard Total World Stock ETF
VT
+$492K

Top Sells

1
+$1.72M
2
+$1.07M
3
+$662K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$581K
5
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$447K

Sector Composition

1 Technology 8.2%
2 Healthcare 7.19%
3 Financials 5.51%
4 Consumer Discretionary 3.55%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$594K 0.31%
1,886
+38
102
$585K 0.31%
1,789
+114
103
$584K 0.31%
3,904
104
$571K 0.3%
5,052
+164
105
$569K 0.3%
13,649
-13,934
106
$568K 0.3%
15,511
+697
107
$557K 0.29%
5,617
+395
108
$554K 0.29%
6,687
-762
109
$523K 0.28%
3,519
+106
110
$498K 0.26%
3,233
-68
111
$492K 0.26%
+5,344
112
$491K 0.26%
15,747
+1,544
113
$478K 0.25%
9,177
-316
114
$462K 0.24%
4,042
+4
115
$461K 0.24%
22,980
+10,709
116
$454K 0.24%
4,889
+96
117
$453K 0.24%
35,398
+220
118
$417K 0.22%
6,103
+37
119
$393K 0.21%
5,016
+275
120
$390K 0.21%
14,627
121
$373K 0.2%
10,574
-28
122
$364K 0.19%
5,240
+1,342
123
$363K 0.19%
2,034
-12
124
$355K 0.19%
1,900
125
$352K 0.19%
1,226
+5
3 4
5
6 7