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
$95.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.35M
3
+$2.13M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.07M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.04M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.77%
2 Healthcare 7.82%
3 Technology 5.66%
4 Consumer Staples 4.98%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.51M 2.62%
+82,367
2
$2.35M 2.46%
+29,648
3
$2.13M 2.23%
+9,330
4
$2.07M 2.17%
+12,586
5
$2.04M 2.13%
+44,401
6
$2.01M 2.1%
+26,139
7
$1.95M 2.04%
+41,325
8
$1.92M 2%
+7,130
9
$1.74M 1.81%
+50,698
10
$1.73M 1.81%
+45,665
11
$1.6M 1.67%
+15,690
12
$1.6M 1.67%
+7,898
13
$1.58M 1.66%
+10,225
14
$1.56M 1.64%
+25,797
15
$1.54M 1.62%
+17,424
16
$1.54M 1.61%
+32,771
17
$1.43M 1.49%
+7,508
18
$1.4M 1.46%
+6,222
19
$1.34M 1.4%
+7,436
20
$1.31M 1.37%
+12,378
21
$1.3M 1.36%
+8,828
22
$1.29M 1.34%
+4,359
23
$1.24M 1.3%
+19,575
24
$1.23M 1.28%
+25,607
25
$1.12M 1.17%
+9,356
1
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