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
$175M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$378K
3
+$367K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$339K
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$318K

Top Sells

1
+$797K
2
+$510K
3
+$463K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$394K
5
AMZN icon
Amazon
AMZN
+$324K

Sector Composition

1 Healthcare 8.04%
2 Technology 7.64%
3 Financials 5.99%
4 Consumer Staples 3.57%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$339K 0.19%
10,602
-680
127
$331K 0.19%
1,900
128
$329K 0.19%
3,972
+1
129
$316K 0.18%
7,022
-121
130
$309K 0.18%
5,512
131
$300K 0.17%
8,810
-260
132
$284K 0.16%
1,755
-101
133
$282K 0.16%
8,252
134
$279K 0.16%
15,429
-210
135
$265K 0.15%
5,597
-218
136
$264K 0.15%
+3,898
137
$247K 0.14%
3,259
-220
138
$241K 0.14%
13,068
+80
139
$241K 0.14%
+12,271
140
$241K 0.14%
3,740
141
$239K 0.14%
1,146
+15
142
$238K 0.14%
1,396
143
$233K 0.13%
5,702
-35
144
$225K 0.13%
855
-26
145
$222K 0.13%
+3,608
146
$221K 0.13%
+6,281
147
$220K 0.13%
13,055
-9,729
148
$218K 0.12%
+1,597
149
$214K 0.12%
+1,702
150
$214K 0.12%
+5,493
3 4 5
6
7