VIM

Vista Investment Management Portfolio holdings

AUM $303M
1-Year Est. Return 15.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.65M
3
+$1.71M
4
PFE icon
Pfizer
PFE
+$1.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.21M

Top Sells

1
+$1.02M
2
+$597K
3
+$235K
4
IART icon
Integra LifeSciences
IART
+$224K
5
TTD icon
Trade Desk
TTD
+$206K

Sector Composition

1 Financials 8.66%
2 Healthcare 7%
3 Technology 6.94%
4 Consumer Discretionary 3.64%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$205K 0.08%
7,672
-95
177
$197K 0.08%
16,067
178
$176K 0.07%
+10,000
179
$136K 0.06%
11,200
180
$91.6K 0.04%
18,132
-5,754
181
– –
-2,860
182
– –
-4,394
183
– –
-5,150
184
– –
-6,415
4 5 6 7
8