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
$264M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Sells

1 +$732K
2 +$578K
3 +$534K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$404K
5
COHR icon
Coherent
COHR
+$395K

Sector Composition

1 Financials 8.96%
2 Technology 7.23%
3 Healthcare 6.06%
4 Consumer Discretionary 4.11%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$137K 0.05%
11,200
177
$14.9K 0.01%
+10,000
178
-5,894
179
-9,210