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VIM

Vista Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$737K
3
+$613K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$457K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$347K

Top Sells

1
+$687K
2
+$656K
3
+$261K
4
AXP icon
American Express
AXP
+$229K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$214K

Sector Composition

1 Technology 8.78%
2 Healthcare 7.16%
3 Financials 6.8%
4 Consumer Discretionary 4.23%
5 Consumer Staples 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$209K 0.12%
13,592
152
$206K 0.12%
995
153
$202K 0.12%
5,660
154
$169K 0.1%
10,637
155
$159K 0.09%
10,600
156
– –
-1,621
157
– –
-3,439
158
– –
-4,190
159
– –
-3,049
160
– –
-5,469
3 4 5 6
7