VIM
Vista Investment Management Portfolio holdings
AUM
$269M
This Quarter Return
+6.53%
1 Year Return
+10.75%
3 Year Return
+37.57%
5 Year Return
+68.82%
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(+5.4%)
Cap. Flow
+$305K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
27.03%
Holding
174
New
2
Increased
56
Reduced
84
Closed
6
Top Buys
| 1 |
Capital One
COF
|
$1.7M |
| 2 |
VanEck IG Floating Rate ETF
FLTR
|
$481K |
| 3 |
Vanguard Health Care ETF
VHT
|
$447K |
| 4 |
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
|
$417K |
| 5 |
UnitedHealth
UNH
|
$364K |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
$1.62M |
| 2 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
$400K |
| 3 |
Merck
MRK
|
$323K |
| 4 |
United Parcel Service
UPS
|
$315K |
| 5 |
Microchip Technology
MCHP
|
$241K |
Sector Composition
| 1 | Financials | 9% |
| 2 | Technology | 7.28% |
| 3 | Healthcare | 5.57% |
| 4 | Consumer Discretionary | 3.43% |
| 5 | Industrials | 2.97% |
