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
$170M
AUM Growth
+$949K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$465K
3
+$301K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$254K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$235K

Top Sells

1
+$1.21M
2
+$206K
3
+$202K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$183K
5
BABA icon
Alibaba
BABA
+$99.7K

Sector Composition

1 Technology 7.75%
2 Healthcare 7.23%
3 Financials 6.91%
4 Consumer Discretionary 3.95%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$319K 0.19%
10,355
+1,015
127
$312K 0.18%
18,700
+2,477
128
$311K 0.18%
6,892
+73
129
$310K 0.18%
37,306
-12
130
$303K 0.18%
2,818
+100
131
$302K 0.18%
6,359
-63
132
$285K 0.17%
1,095
133
$281K 0.16%
15,175
+5
134
$270K 0.16%
3,375
+36
135
$255K 0.15%
15,246
+21
136
$255K 0.15%
14,179
+3,740
137
$254K 0.15%
1,153
-3
138
$254K 0.15%
+2,188
139
$253K 0.15%
24,700
-2,528
140
$252K 0.15%
4,600
141
$250K 0.15%
1,011
142
$249K 0.15%
1,401
-23
143
$248K 0.15%
3,524
-50
144
$242K 0.14%
1,689
145
$236K 0.14%
11,617
+126
146
$232K 0.14%
1,095
-5
147
$222K 0.13%
+4,691
148
$221K 0.13%
3,343
-87
149
$220K 0.13%
3,700
-226
150
$216K 0.13%
13,782
3 4 5
6
7