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
$131M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.37M
3
+$1.12M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$520K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$490K

Top Sells

1
+$907K
2
+$599K
3
+$265K
4
TMO icon
Thermo Fisher Scientific
TMO
+$168K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$126K

Sector Composition

1 Technology 9.94%
2 Healthcare 7.99%
3 Financials 5.56%
4 Consumer Discretionary 5.21%
5 Consumer Staples 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.17%
+2,221
127
$228K 0.17%
9,482
+4
128
$219K 0.17%
17,725
+1,479
129
$216K 0.16%
+1,295
130
$215K 0.16%
+1,760
131
$212K 0.16%
+1,176
132
$208K 0.16%
14,878
+181
133
$206K 0.16%
30,372
+2,477
134
$206K 0.16%
29,621
-750
135
$204K 0.16%
+2,520
136
$202K 0.15%
+5,270
137
$202K 0.15%
1,526
-76
138
$201K 0.15%
13,782
+1,500
139
$201K 0.15%
+4,987
140
$188K 0.14%
+13,592
141
$149K 0.11%
+10,637
142
$136K 0.1%
11,831
-160
143
$134K 0.1%
+10,135
144
– –
-22,212
2 3 4 5
6