VIM

Vista Investment Management Portfolio holdings

AUM $286M
1-Year Est. Return 10.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.55%
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 Buys

1 +$3.01M
2 +$1.26M
3 +$895K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$805K
5
WBD icon
Warner Bros
WBD
+$754K

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
-3,875