VIM
Vista Investment Management Portfolio holdings
AUM
$269M
1-Year Return
10.75%
This Quarter Return
+6.93%
1 Year Return
+10.75%
3 Year Return
+37.57%
5 Year Return
+68.82%
10 Year Return
–
AUM
$133M
AUM Growth
+$12M
(+9.9%)
Cap. Flow
+$4.1M
Cap. Flow
% of AUM
3.08%
Top 10 Holdings %
Top 10 Hldgs %
22.85%
Holding
142
New
8
Increased
51
Reduced
65
Closed
–
Top Buys
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$420K |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$248K |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$156K |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$141K |
| 5 |
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% |
