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
$256M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$548K
3
+$488K
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$386K
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$334K

Top Sells

1
+$480K
2
+$325K
3
+$265K
4
LLY icon
Eli Lilly
LLY
+$259K
5
WMT icon
Walmart
WMT
+$210K

Sector Composition

1 Financials 8.58%
2 Technology 6.6%
3 Healthcare 6.56%
4 Consumer Discretionary 3.74%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$408K 0.16%
8,024
127
$406K 0.16%
21,921
+1,675
128
$404K 0.16%
2,026
129
$397K 0.16%
12,881
+3,720
130
$395K 0.15%
3,310
-50
131
$392K 0.15%
9,619
+569
132
$388K 0.15%
12,576
-6,110
133
$383K 0.15%
3,908
-220
134
$381K 0.15%
2,160
+76
135
$367K 0.14%
8,027
136
$365K 0.14%
5,315
-75
137
$358K 0.14%
27,850
138
$356K 0.14%
2,879
-18
139
$348K 0.14%
6,984
-166
140
$332K 0.13%
865
-10
141
$331K 0.13%
4,371
-12
142
$328K 0.13%
10,465
143
$319K 0.12%
5,025
-211
144
$315K 0.12%
2,861
-79
145
$310K 0.12%
6,019
146
$308K 0.12%
22,899
-898
147
$296K 0.12%
5,097
148
$286K 0.11%
9,199
+129
149
$280K 0.11%
1,691
-28
150
$275K 0.11%
1,376
4 5
6
7 8