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
$256M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$548K
3
+$488K
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$386K
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$334K

Top Sells

1
+$480K
2
+$325K
3
+$265K
4
LLY icon
Eli Lilly
LLY
+$259K
5
WMT icon
Walmart
WMT
+$210K

Sector Composition

1 Financials 8.58%
2 Technology 6.6%
3 Healthcare 6.56%
4 Consumer Discretionary 3.74%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$266K 0.1%
2,520
-453
152
$266K 0.1%
11,986
-1,563
153
$266K 0.1%
1,314
-47
154
$264K 0.1%
982
-102
155
$261K 0.1%
14,840
156
$259K 0.1%
1,237
-295
157
$240K 0.09%
7,994
+444
158
$239K 0.09%
2,480
-30
159
$238K 0.09%
1,139
+5
160
$233K 0.09%
+808
161
$233K 0.09%
5,480
162
$224K 0.09%
12,305
-248
163
$223K 0.09%
4,252
164
$220K 0.09%
+9,162
165
$218K 0.09%
6,092
166
$217K 0.08%
4,959
-25
167
$215K 0.08%
+3,166
168
$210K 0.08%
2,203
169
$206K 0.08%
4,035
-59
170
$205K 0.08%
4,500
-1,747
171
$196K 0.08%
16,067
172
$139K 0.05%
11,200
173
– –
-533
174
– –
-335
175
– –
-703
4 5 6
7
8