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
$170M
AUM Growth
+$949K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$465K
3
+$301K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$254K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$235K

Top Sells

1
+$1.21M
2
+$206K
3
+$202K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$183K
5
BABA icon
Alibaba
BABA
+$99.7K

Sector Composition

1 Technology 7.75%
2 Healthcare 7.23%
3 Financials 6.91%
4 Consumer Discretionary 3.95%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$211K 0.12%
3,000
152
$210K 0.12%
5,393
153
$206K 0.12%
13,592
154
$202K 0.12%
+5,469
155
$200K 0.12%
+3,280
156
$167K 0.1%
10,637
157
$156K 0.09%
10,600
158
– –
-938
159
– –
-5,660
3 4 5 6
7