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
$95.5M
AUM Growth
-$124K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Sells

1 +$910K
2 +$707K
3 +$415K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$408K
5
GE icon
GE Aerospace
GE
+$275K

Sector Composition

1 Financials 11.73%
2 Healthcare 7.88%
3 Technology 5.82%
4 Consumer Staples 4.7%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.51M 2.63%
83,258
+891
2
$2.16M 2.26%
12,646
+60
3
$2.15M 2.26%
46,053
+13,282
4
$2.11M 2.21%
9,275
-55
5
$2.05M 2.15%
43,257
+1,932
6
$1.89M 1.98%
7,117
-13
7
$1.8M 1.89%
23,385
-2,754
8
$1.59M 1.66%
68,188
+24,413
9
$1.57M 1.65%
15,572
-118
10
$1.56M 1.63%
46,522
-4,176
11
$1.55M 1.62%
7,508
12
$1.5M 1.57%
39,930
-5,735
13
$1.41M 1.48%
18,035
-11,613
14
$1.41M 1.48%
4,304
-55
15
$1.38M 1.44%
29,346
-15,055
16
$1.36M 1.42%
54,180
+32,455
17
$1.36M 1.42%
7,985
+87
18
$1.35M 1.42%
6,168
-54
19
$1.35M 1.41%
25,750
-47
20
$1.34M 1.41%
12,888
+510
21
$1.29M 1.35%
19,125
-450
22
$1.25M 1.31%
15,245
23
$1.24M 1.3%
7,351
-85
24
$1.22M 1.28%
48,549
25
$1.16M 1.22%
7,532
-2,693