VIM

Vista Investment Management Portfolio holdings

AUM $286M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$5.14M
3
+$789K
4
LVS icon
Las Vegas Sands
LVS
+$439K
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$353K

Top Sells

1
+$4.87M
2
+$1.02M
3
+$728K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$640K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$609K

Sector Composition

1 Financials 8.49%
2 Technology 7.44%
3 Healthcare 6.99%
4 Consumer Discretionary 3.36%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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