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
$149M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$587K
2 +$451K
3 +$407K
4
DIS icon
Walt Disney
DIS
+$309K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$305K

Sector Composition

1 Technology 9.44%
2 Healthcare 7.24%
3 Financials 6.16%
4 Consumer Discretionary 4.53%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,270