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
$161M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Sells

1 +$911K
2 +$569K
3 +$366K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$207K
5
GPN icon
Global Payments
GPN
+$201K

Sector Composition

1 Technology 8.88%
2 Financials 7.35%
3 Healthcare 7.08%
4 Consumer Discretionary 4.81%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$204K 0.13%
+5,660
152
$201K 0.13%
+4,190
153
$200K 0.12%
13,592
154
$160K 0.1%
10,637
155
$152K 0.09%
10,600
+465
156
-931
157
-2,434