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
$190M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$436K
3
+$320K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$229K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$220K

Top Sells

1
+$540K
2
+$276K
3
+$237K
4
IART icon
Integra LifeSciences
IART
+$227K
5
ATVI
Activision Blizzard
ATVI
+$213K

Sector Composition

1 Technology 7.97%
2 Healthcare 6.8%
3 Financials 5.8%
4 Consumer Discretionary 3.55%
5 Consumer Staples 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.17%
1,158
-5
127
$324K 0.17%
6,700
+900
128
$317K 0.17%
3,947
-25
129
$302K 0.16%
28,031
+244
130
$299K 0.16%
2,005
131
$298K 0.16%
584
132
$293K 0.15%
5,583
-24
133
$289K 0.15%
9,486
-195
134
$287K 0.15%
2,053
-191
135
$285K 0.15%
4,428
136
$283K 0.15%
27,100
137
$273K 0.14%
8,971
-388
138
$273K 0.14%
1,519
139
$270K 0.14%
2,125
-53
140
$268K 0.14%
8,088
-31
141
$264K 0.14%
13,570
142
$255K 0.13%
6,044
-100
143
$253K 0.13%
8,300
144
$253K 0.13%
8,421
+166
145
$249K 0.13%
8,635
146
$244K 0.13%
5,945
-656
147
$241K 0.13%
5,203
-110
148
$238K 0.12%
3,351
149
$229K 0.12%
+1,617
150
$225K 0.12%
5,672
-15
3 4 5
6
7