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
$256M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$642K
3
+$580K
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$385K
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$332K

Top Sells

1
+$499K
2
+$320K
3
+$265K
4
LLY icon
Eli Lilly
LLY
+$259K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$212K

Sector Composition

1 Financials 8.58%
2 Technology 6.6%
3 Healthcare 6.56%
4 Consumer Discretionary 3.74%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-335
177
– –
-703
178
– –
-1,685
179
– –
-2,255
180
– –
-2,327
4 5 6 7
8