VIM
Vista Investment Management Portfolio holdings
AUM
$269M
1-Year Return
10.75%
This Quarter Return
+0.51%
1 Year Return
+10.75%
3 Year Return
+37.57%
5 Year Return
+68.82%
10 Year Return
–
AUM
$247M
AUM Growth
+$1.29M
(+0.52%)
Cap. Flow
+$1.18M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
25.47%
Holding
186
New
6
Increased
68
Reduced
74
Closed
14
Top Buys
| 1 |
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
|
$5.21M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$5.14M |
| 3 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
$789K |
| 4 |
Las Vegas Sands
LVS
|
$439K |
| 5 |
JPMorgan Municipal ETF
JMUB
|
$353K |
Top Sells
Sector Composition
| 1 | Financials | 8.49% |
| 2 | Technology | 7.44% |
| 3 | Healthcare | 6.99% |
| 4 | Consumer Discretionary | 3.36% |
| 5 | Consumer Staples | 2.83% |
