VIM
Vista Investment Management Portfolio holdings
AUM
$298M
1-Year Est. Return
18.16%
This Fund
S&P 500
1 Year Est. Return
+18.16%
AUM
$303M
AUM Growth
+$16.4M
(+5.7%)
Holding
182
Top Buys
| 1 | +$1.67M | |
| 2 | +$1.07M | |
| 3 | +$730K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$689K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$682K |
Top Sells
| 1 | +$1.76M | |
| 2 | +$1.19M | |
| 3 | +$543K | |
| 4 |
CHN
China Fund
CHN
|
+$497K |
| 5 |
Dominion Energy
D
|
+$446K |
Sector Composition
| 1 | Financials | 8.85% |
| 2 | Technology | 7.08% |
| 3 | Healthcare | 5.04% |
| 4 | Consumer Discretionary | 3.47% |
| 5 | Industrials | 3.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Northwest Bancshares
NWBI
$2.07B
| $124K | 0.04% |
10,325
|
|
||
177
Synopsys
SNPS
$91.1B
| – | – |
-665
|
|
||
178
Pfizer
PFE
$149B
| – | – |
-46,517
|
|
||
179
Home Depot
HD
$316B
| – | – |
-529
|
|
||
|
FISV
180
Fiserv Inc
FISV
$30.2B
| – | – |
-4,209
|
|
||
|
CHN
181
DELISTED
China Fund
CHN
| – | – |
-26,945
|
|
||
182
Adobe
ADBE
$105B
| – | – |
-616
|
|