VIM

Vista Investment Management Portfolio holdings

AUM $286M
1-Year Est. Return 10.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.5M
3
+$1.93M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.4M
5
VT icon
Vanguard Total World Stock ETF
VT
+$492K

Top Sells

1
+$1.72M
2
+$1.07M
3
+$662K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$581K
5
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$447K

Sector Composition

1 Technology 8.2%
2 Healthcare 7.19%
3 Financials 5.51%
4 Consumer Discretionary 3.55%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$351K 0.19%
+6,717
127
$341K 0.18%
2,455
-186
128
$334K 0.18%
7,385
-3,395
129
$325K 0.17%
15,154
+8,154
130
$316K 0.17%
5,512
131
$309K 0.16%
3,972
132
$306K 0.16%
7,051
+29
133
$305K 0.16%
26,327
-70
134
$297K 0.16%
4,445
+837
135
$296K 0.16%
8,690
-120
136
$294K 0.16%
5,827
+230
137
$284K 0.15%
+9,709
138
$265K 0.14%
8,252
139
$263K 0.14%
15,023
-406
140
$261K 0.14%
1,396
141
$256K 0.14%
1,605
-150
142
$250K 0.13%
13,670
+602
143
$248K 0.13%
+7,967
144
$247K 0.13%
+4,874
145
$243K 0.13%
3,989
-731
146
$240K 0.13%
+6,668
147
$239K 0.13%
+1,004
148
$239K 0.13%
1,218
+72
149
$238K 0.13%
851
-4
150
$234K 0.12%
5,702
3 4 5
6
7