VIM
Vista Investment Management Portfolio holdings
AUM
$298M
1-Year Est. Return
18.16%
This Fund
S&P 500
1 Year Est. Return
+18.16%
AUM
$298M
AUM Growth
-$4.39M
(-1.4%)
Holding
177
Top Buys
| 1 | +$615K | |
| 2 | +$503K | |
| 3 | +$496K | |
| 4 |
Rush Enterprises Class B
RUSHB
|
+$331K |
| 5 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
+$325K |
Top Sells
| 1 | +$1.75M | |
| 2 | +$865K | |
| 3 | +$778K | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$641K |
| 5 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$499K |
Sector Composition
| 1 | Financials | 8.13% |
| 2 | Technology | 7.27% |
| 3 | Healthcare | 4.78% |
| 4 | Consumer Discretionary | 3.64% |
| 5 | Industrials | 3.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.18B
| – | – |
-12,747
|
|
||
177
iShares S&P 100 ETF
OEF
$20.7B
| – | – |
-589
|
|