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
$256M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$548K
3
+$488K
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$386K
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$334K

Top Sells

1
+$480K
2
+$325K
3
+$265K
4
LLY icon
Eli Lilly
LLY
+$259K
5
WMT icon
Walmart
WMT
+$210K

Sector Composition

1 Financials 8.58%
2 Technology 6.6%
3 Healthcare 6.56%
4 Consumer Discretionary 3.74%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$693K 0.27%
8,547
-897
102
$672K 0.26%
13,208
+750
103
$649K 0.25%
18,978
-1,350
104
$634K 0.25%
25,411
-1,417
105
$627K 0.25%
2,840
-150
106
$616K 0.24%
4,747
-186
107
$613K 0.24%
9,010
+129
108
$604K 0.24%
2,250
-299
109
$591K 0.23%
5,094
-13
110
$588K 0.23%
3,030
-20
111
$573K 0.22%
3,670
-900
112
$568K 0.22%
2,146
+54
113
$558K 0.22%
5,980
114
$538K 0.21%
3,154
-5
115
$523K 0.2%
2,747
-178
116
$507K 0.2%
3,905
117
$491K 0.19%
10,321
118
$488K 0.19%
1,900
119
$483K 0.19%
2,942
+25
120
$464K 0.18%
3,188
121
$461K 0.18%
799
-10
122
$452K 0.18%
3,232
-74
123
$441K 0.17%
5,383
-93
124
$436K 0.17%
1,478
-40
125
$435K 0.17%
3,569
-58
3 4
5
6 7