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
$133M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$571K
3
+$451K
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$345K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$304K

Top Sells

1
+$420K
2
+$248K
3
+$156K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$141K
5
EOG icon
EOG Resources
EOG
+$137K

Sector Composition

1 Technology 8.21%
2 Financials 8.16%
3 Healthcare 7.95%
4 Consumer Discretionary 4.05%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$238K 0.18%
4,050
127
$233K 0.18%
+7,296
128
$233K 0.18%
+2,455
129
$230K 0.17%
2,648
+131
130
$225K 0.17%
5,960
131
$224K 0.17%
12,000
-136
132
$221K 0.17%
1,416
-220
133
$221K 0.17%
5,953
-1
134
$218K 0.16%
3,124
-92
135
$209K 0.16%
15,385
136
$208K 0.16%
+1,097
137
$207K 0.16%
+5,793
138
$202K 0.15%
+1,625
139
$201K 0.15%
+950
140
$200K 0.15%
+1,045
141
$194K 0.15%
13,854
142
$183K 0.14%
12,282
2 3 4 5
6