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
$113M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.22M
3
+$1.1M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$611K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$516K

Top Sells

1
+$784K
2
+$229K
3
+$207K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$204K
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$174K

Sector Composition

1 Financials 10.19%
2 Healthcare 7.79%
3 Technology 6.34%
4 Consumer Staples 4.08%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.71M 2.4%
13,402
+183
2
$2.69M 2.38%
89,233
+5,477
3
$2.58M 2.28%
54,794
+968
4
$2.42M 2.14%
51,193
+10,904
5
$2.08M 1.83%
7,090
-27
6
$2.06M 1.82%
82,144
+4,107
7
$2.02M 1.78%
65,481
+43,822
8
$2.01M 1.78%
23,036
-249
9
$1.98M 1.75%
92,013
+4,707
10
$1.96M 1.73%
9,067
-58
11
$1.81M 1.6%
7,418
-58
12
$1.7M 1.5%
15,322
-117
13
$1.65M 1.46%
6,028
-160
14
$1.62M 1.43%
40,215
+460
15
$1.57M 1.39%
8,317
16
$1.53M 1.35%
15,140
-105
17
$1.53M 1.35%
46,003
-412
18
$1.52M 1.34%
18,230
-545
19
$1.51M 1.33%
44,298
+17,950
20
$1.5M 1.33%
4,039
-200
21
$1.48M 1.31%
16,373
+3,186
22
$1.47M 1.3%
7,246
-65
23
$1.47M 1.29%
60,504
+45,354
24
$1.46M 1.29%
41,935
+10,936
25
$1.45M 1.28%
27,638
+1,361
1
2 3 4 5