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
$246M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.95M
3
+$1.73M
4
PFE icon
Pfizer
PFE
+$1.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.21M

Top Sells

1
+$1.04M
2
+$597K
3
+$246K
4
IART icon
Integra LifeSciences
IART
+$224K
5
COHR icon
Coherent
COHR
+$211K

Sector Composition

1 Financials 8.66%
2 Healthcare 7%
3 Technology 6.94%
4 Consumer Discretionary 3.64%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$694K 0.28%
13,452
+5
102
$690K 0.28%
13,600
103
$686K 0.28%
+3,403
104
$671K 0.27%
2,309
-566
105
$646K 0.26%
33,397
+1,771
106
$629K 0.26%
3,933
-404
107
$614K 0.25%
9,567
+3,590
108
$609K 0.25%
4,099
-133
109
$608K 0.25%
27,582
-4,849
110
$603K 0.25%
2,866
-15
111
$584K 0.24%
5,289
-52
112
$584K 0.24%
20,800
113
$581K 0.24%
3,181
+1
114
$543K 0.22%
3,348
-7
115
$526K 0.21%
8,299
-371
116
$523K 0.21%
3,971
117
$516K 0.21%
6,214
+40
118
$501K 0.2%
3,985
-33
119
$476K 0.19%
10,305
+1,955
120
$461K 0.19%
9,165
121
$456K 0.19%
1,900
122
$432K 0.18%
4,261
-5
123
$426K 0.17%
2,026
124
$410K 0.17%
4,780
-322
125
$405K 0.17%
28,741
-514
3 4
5
6 7