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
$264M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$845K
3
+$777K
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$768K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$552K

Top Sells

1
+$732K
2
+$578K
3
+$534K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$404K
5
COHR icon
Coherent
COHR
+$395K

Sector Composition

1 Financials 8.96%
2 Technology 7.23%
3 Healthcare 6.06%
4 Consumer Discretionary 4.11%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$427K 0.16%
3,905
127
$418K 0.16%
5,476
+29
128
$407K 0.15%
9,050
+1,413
129
$406K 0.15%
2,084
-20
130
$397K 0.15%
3,360
-77
131
$389K 0.15%
875
+26
132
$386K 0.15%
8,024
-275
133
$381K 0.14%
8,027
-324
134
$371K 0.14%
20,246
+4,175
135
$371K 0.14%
2,940
-14
136
$370K 0.14%
1,873
+299
137
$352K 0.13%
23,797
-4,118
138
$346K 0.13%
7,150
-100
139
$344K 0.13%
9,070
-50
140
$335K 0.13%
5,097
+215
141
$332K 0.13%
27,850
+1,500
142
$329K 0.12%
10,465
143
$322K 0.12%
1,084
+27
144
$318K 0.12%
5,236
-24
145
$317K 0.12%
5,390
-22
146
$317K 0.12%
2,897
-2
147
$317K 0.12%
2,973
148
$311K 0.12%
6,019
-535
149
$308K 0.12%
4,383
150
$297K 0.11%
13,549
-1,480
4 5
6
7 8