VIM
Vista Investment Management Portfolio holdings
AUM $256M
AUM
$256M
AUM Growth
-$7.79M (-3%)
Cap. Flow
+$191K
Cap. Flow % of AUM
0.07%
Top 10 Holdings %Top 10 Hldgs %
27.06%
Holding
180
New
3
Increased
46
Reduced
96
Closed
8
Top Buys
| 1 | $937K | |
| 2 | $548K | |
| 3 | $488K | |
| 4 | $386K | |
| 5 | $334K |
Top Sells
| 1 | $480K | |
| 2 | $325K | |
| 3 | $202K | |
| 4 | $191K | |
| 5 | $188K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -335 | Closed | – | |||
| $0 | 0% | 0 -703 | Closed | – | |||
| $0 | 0% | 0 -1,685 | Closed | – | |||
| $0 | 0% | 0 -2,255 | Closed | – | |||
| $0 | 0% | 0 -2,327 | Closed | – |
