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
$265M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$705K
3
+$590K
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$499K
5
CRM icon
Salesforce
CRM
+$452K

Top Sells

1
+$575K
2
+$282K
3
+$279K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$260K
5
CHTR icon
Charter Communications
CHTR
+$255K

Sector Composition

1 Financials 8.53%
2 Technology 7.47%
3 Healthcare 6.84%
4 Consumer Discretionary 3.94%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$299K 0.11%
338
-3
152
$298K 0.11%
6,626
+39
153
$287K 0.11%
1,057
-35
154
$285K 0.11%
1,197
+34
155
$284K 0.11%
7,906
-223
156
$284K 0.11%
8,763
+110
157
$277K 0.1%
1,366
-1
158
$273K 0.1%
+1,574
159
$269K 0.1%
2,455
-167
160
$267K 0.1%
14,725
-770
161
$259K 0.1%
1,376
-12
162
$234K 0.09%
5,480
163
$225K 0.08%
4,195
164
$224K 0.08%
1,693
165
$223K 0.08%
2,470
-56
166
$220K 0.08%
4,164
+13
167
$220K 0.08%
6,092
168
$216K 0.08%
+533
169
$216K 0.08%
+4,866
170
$213K 0.08%
2,643
-997
171
$213K 0.08%
+9,210
172
$210K 0.08%
16,067
173
$150K 0.06%
11,200
174
– –
-15,924
175
– –
-854
4 5 6
7
8