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
$183M
AUM Growth
-$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$3M
2 +$995K
3 +$913K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$808K
5
BA icon
Boeing
BA
+$511K

Sector Composition

1 Technology 8.23%
2 Healthcare 7.65%
3 Financials 6.21%
4 Consumer Discretionary 3.39%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-7,300