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
$265M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$705K
3
+$590K
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$499K
5
CRM icon
Salesforce
CRM
+$452K

Top Sells

1
+$575K
2
+$282K
3
+$279K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$260K
5
CHTR icon
Charter Communications
CHTR
+$255K

Sector Composition

1 Financials 8.53%
2 Technology 7.47%
3 Healthcare 6.84%
4 Consumer Discretionary 3.94%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$418K 0.16%
4,882
127
$417K 0.16%
5,447
-641
128
$403K 0.15%
2,954
+18
129
$394K 0.15%
27,915
-1,268
130
$391K 0.15%
3,905
131
$378K 0.14%
3,437
-123
132
$377K 0.14%
8,351
-262
133
$376K 0.14%
2,104
+428
134
$371K 0.14%
5,894
-611
135
$356K 0.13%
5,260
-209
136
$348K 0.13%
7,637
+1,442
137
$347K 0.13%
6,554
138
$347K 0.13%
5,412
-142
139
$344K 0.13%
9,120
-30
140
$342K 0.13%
4,383
141
$341K 0.13%
2,899
-50
142
$337K 0.13%
1,707
-6
143
$336K 0.13%
26,350
-4,539
144
$329K 0.12%
7,250
-208
145
$323K 0.12%
2,973
146
$323K 0.12%
10,465
-130
147
$318K 0.12%
1,964
148
$318K 0.12%
2,503
+300
149
$315K 0.12%
15,029
+450
150
$302K 0.11%
+16,071
4 5
6
7 8