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
$265M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$705K
3
+$590K
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$499K
5
CRM icon
Salesforce
CRM
+$452K

Top Sells

1
+$575K
2
+$282K
3
+$279K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$260K
5
CHTR icon
Charter Communications
CHTR
+$255K

Sector Composition

1 Financials 8.53%
2 Technology 7.47%
3 Healthcare 6.84%
4 Consumer Discretionary 3.94%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$688K 0.26%
22,315
+1,208
102
$681K 0.26%
2,487
+1,650
103
$679K 0.26%
20,548
-107
104
$629K 0.24%
8,972
-63
105
$625K 0.24%
3,158
-4
106
$623K 0.24%
5,209
+10
107
$619K 0.23%
2,718
-100
108
$614K 0.23%
3,419
-331
109
$594K 0.22%
3,488
-381
110
$572K 0.22%
3,193
+897
111
$564K 0.21%
3,259
-60
112
$545K 0.21%
4,452
+416
113
$545K 0.21%
11,315
+525
114
$519K 0.2%
3,188
-15
115
$501K 0.19%
2,690
-234
116
$500K 0.19%
1,900
117
$485K 0.18%
847
+12
118
$480K 0.18%
4,087
-151
119
$462K 0.17%
4,513
+1,840
120
$455K 0.17%
1,528
121
$449K 0.17%
1,592
+176
122
$448K 0.17%
2,026
123
$440K 0.17%
849
-2
124
$427K 0.16%
8,299
-20
125
$424K 0.16%
5,980
3 4
5
6 7