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
$215M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$936K
3
+$696K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$643K
5
AAPL icon
Apple
AAPL
+$635K

Top Sells

1
+$1.49M
2
+$636K
3
+$450K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$406K
5
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$273K

Sector Composition

1 Technology 7.58%
2 Healthcare 6.9%
3 Financials 6.63%
4 Consumer Discretionary 3.7%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$348K 0.16%
584
127
$339K 0.16%
2,166
128
$333K 0.15%
6,304
-1,967
129
$330K 0.15%
9,030
+395
130
$328K 0.15%
3,023
+975
131
$325K 0.15%
5,203
132
$323K 0.15%
2,125
133
$321K 0.15%
2,034
+417
134
$313K 0.15%
1,142
-16
135
$312K 0.14%
4,430
+2
136
$307K 0.14%
10,760
-15,749
137
$304K 0.14%
8,088
138
$302K 0.14%
+6,200
139
$301K 0.14%
1,199
+335
140
$290K 0.14%
1,584
+65
141
$289K 0.13%
9,205
+784
142
$288K 0.13%
+813
143
$279K 0.13%
5,594
-450
144
$278K 0.13%
9,134
-352
145
$275K 0.13%
27,082
-5,147
146
$272K 0.13%
13,570
147
$261K 0.12%
+7,258
148
$255K 0.12%
3,176
-175
149
$254K 0.12%
1,204
+12
150
$253K 0.12%
1,693
+19
3 4 5
6
7