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
$246M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.95M
3
+$1.73M
4
PFE icon
Pfizer
PFE
+$1.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.21M

Top Sells

1
+$1.04M
2
+$597K
3
+$246K
4
IART icon
Integra LifeSciences
IART
+$224K
5
COHR icon
Coherent
COHR
+$211K

Sector Composition

1 Financials 8.66%
2 Healthcare 7%
3 Technology 6.94%
4 Consumer Discretionary 3.64%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$397K 0.16%
1,576
-8
127
$395K 0.16%
814
+1
128
$391K 0.16%
2,165
+40
129
$383K 0.16%
8,319
130
$380K 0.15%
3,711
-236
131
$369K 0.15%
5,203
132
$364K 0.15%
722
+138
133
$363K 0.15%
5,980
-220
134
$356K 0.14%
2,100
+66
135
$351K 0.14%
6,925
136
$336K 0.14%
6,399
+95
137
$333K 0.14%
1,230
+31
138
$326K 0.13%
4,391
-39
139
$326K 0.13%
12,413
-887
140
$325K 0.13%
3,023
141
$325K 0.13%
7,718
-370
142
$325K 0.13%
3,154
-22
143
$323K 0.13%
9,150
+120
144
$315K 0.13%
10,760
145
$312K 0.13%
1,287
+145
146
$311K 0.13%
1,964
-202
147
$305K 0.12%
14,672
+1,102
148
$293K 0.12%
8,895
-310
149
$293K 0.12%
29,289
+2,207
150
$284K 0.12%
8,613
-521
4 5
6
7 8