VIM

Vista Investment Management Portfolio holdings

AUM $269M
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$845K
3
+$777K
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$768K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$552K

Top Sells

1
+$732K
2
+$578K
3
+$534K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$404K
5
COHR icon
Coherent
COHR
+$395K

Sector Composition

1 Financials 8.96%
2 Technology 7.23%
3 Healthcare 6.06%
4 Consumer Discretionary 4.11%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$288K 0.11%
6,247
-379
152
$282K 0.11%
1,361
-5
153
$276K 0.1%
7,550
-356
154
$276K 0.1%
9,161
+398
155
$272K 0.1%
1,532
-175
156
$265K 0.1%
2,255
-200
157
$263K 0.1%
14,840
+115
158
$261K 0.1%
+12,553
159
$259K 0.1%
335
-3
160
$249K 0.09%
1,719
-245
161
$243K 0.09%
2,510
+40
162
$239K 0.09%
5,480
163
$239K 0.09%
1,134
-63
164
$230K 0.09%
1,376
165
$228K 0.09%
2,203
-300
166
$224K 0.09%
6,092
167
$219K 0.08%
4,252
+57
168
$214K 0.08%
4,984
+118
169
$210K 0.08%
2,327
-316
170
$209K 0.08%
4,094
-70
171
$207K 0.08%
533
172
$203K 0.08%
+703
173
$201K 0.08%
1,685
-8
174
$196K 0.07%
16,067
175
$186K 0.07%
+575
4 5 6
7
8