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
$116M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$604K
3
+$521K
4
WPC icon
W.P. Carey
WPC
+$364K
5
NVS icon
Novartis
NVS
+$356K

Top Sells

1
+$1.34M
2
+$471K
3
+$464K
4
RTN
Raytheon Company
RTN
+$439K
5
ZM icon
Zoom
ZM
+$292K

Sector Composition

1 Technology 10.34%
2 Healthcare 8.54%
3 Financials 6.15%
4 Consumer Discretionary 4.78%
5 Consumer Staples 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$209K 0.18%
27,895
+7,196
127
$209K 0.18%
+1,200
128
$201K 0.17%
1,602
-108
129
$175K 0.15%
12,282
130
$111K 0.1%
+11,991
131
– –
-14,650
132
– –
-10,000
133
– –
-2,000
134
– –
-2,659
135
– –
-3,347
2 3 4 5
6