VIM

Vista Investment Management Portfolio holdings

AUM $286M
1-Year Est. Return 10.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.9M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$426K
3
+$292K
4
RUSHB icon
Rush Enterprises Class B
RUSHB
+$279K
5
AMZN icon
Amazon
AMZN
+$277K

Top Sells

1
+$1.52M
2
+$1.3M
3
+$1.18M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$884K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$724K

Sector Composition

1 Technology 10.11%
2 Healthcare 8.91%
3 Financials 6.06%
4 Consumer Discretionary 3.96%
5 Consumer Staples 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28K 0.03%
+10,000
127
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128
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-15,385
129
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130
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132
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133
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134
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135
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136
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138
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139
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-9,667
140
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-3,124
141
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-2,455
142
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143
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-5,793
144
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145
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-13,854
146
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-5,953
2 3 4 5
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