VIM

Vista Investment Management Portfolio holdings

AUM $269M
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$995K
3
+$873K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$506K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$505K

Top Sells

1
+$587K
2
+$451K
3
+$407K
4
DIS icon
Walt Disney
DIS
+$309K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$305K

Sector Composition

1 Technology 9.44%
2 Healthcare 7.24%
3 Financials 6.16%
4 Consumer Discretionary 4.53%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$270K 0.18%
9,151
-331
127
$266K 0.18%
26,821
-2,800
128
$261K 0.17%
1,115
-105
129
$256K 0.17%
+10,952
130
$256K 0.17%
4,934
-53
131
$252K 0.17%
1,745
-15
132
$251K 0.17%
6,273
-885
133
$239K 0.16%
3,496
-981
134
$227K 0.15%
1,469
-57
135
$225K 0.15%
3,339
-563
136
$219K 0.15%
1,300
+5
137
$216K 0.14%
+3,439
138
$216K 0.14%
+1,144
139
$216K 0.14%
+965
140
$212K 0.14%
+6,818
141
$211K 0.14%
15,453
-2,272
142
$209K 0.14%
13,782
143
$208K 0.14%
14,647
+2,816
144
$207K 0.14%
+2,434
145
$206K 0.14%
12,167
-2,711
146
$201K 0.13%
+931
147
$201K 0.13%
13,592
148
$160K 0.11%
10,637
149
$144K 0.1%
10,135
150
– –
-9,807
3 4 5
6
7