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
$246M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.95M
3
+$1.73M
4
PFE icon
Pfizer
PFE
+$1.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.21M

Top Sells

1
+$1.04M
2
+$597K
3
+$246K
4
IART icon
Integra LifeSciences
IART
+$224K
5
COHR icon
Coherent
COHR
+$211K

Sector Composition

1 Financials 8.66%
2 Healthcare 7%
3 Technology 6.94%
4 Consumer Discretionary 3.64%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$280K 0.11%
1,538
-67
152
$275K 0.11%
15,851
-59,886
153
$274K 0.11%
+6,587
154
$269K 0.11%
+2,016
155
$267K 0.11%
+3,905
156
$267K 0.11%
343
-1
157
$256K 0.1%
1,367
-107
158
$255K 0.1%
2,203
159
$246K 0.1%
10,275
+155
160
$245K 0.1%
1,693
161
$244K 0.1%
+1,739
162
$244K 0.1%
5,594
163
$243K 0.1%
8,300
164
$238K 0.1%
1,043
-43
165
$237K 0.1%
1,110
-94
166
$221K 0.09%
5,115
-557
167
$220K 0.09%
+3,661
168
$217K 0.09%
4,327
-393
169
$214K 0.09%
2,926
-92
170
$213K 0.09%
5,480
-1,778
171
$208K 0.08%
842
-212
172
$208K 0.08%
+543
173
$208K 0.08%
+6,092
174
$207K 0.08%
9,644
-115
175
$206K 0.08%
+2,526
4 5 6
7
8