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
$149M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$995K
3
+$873K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$506K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$505K

Top Sells

1
+$587K
2
+$451K
3
+$407K
4
DIS icon
Walt Disney
DIS
+$309K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$305K

Sector Composition

1 Technology 9.44%
2 Healthcare 7.24%
3 Financials 6.16%
4 Consumer Discretionary 4.53%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.15M 3.45%
101,946
+17,285
2
$4.16M 2.79%
11,757
-1,660
3
$4.08M 2.74%
130,021
+16,123
4
$3.75M 2.52%
40,836
+1,107
5
$3.44M 2.31%
112,533
-8,135
6
$3.38M 2.27%
29,114
+2,331
7
$3.38M 2.27%
40,636
+21,153
8
$3.37M 2.26%
20,875
+2,062
9
$3.3M 2.21%
78,304
+1,263
10
$3.22M 2.16%
30,854
+2,643
11
$2.78M 1.86%
111,334
-16,278
12
$2.67M 1.79%
58,603
+6,696
13
$2.5M 1.67%
61,830
-1,747
14
$2.38M 1.6%
10,886
-532
15
$2.35M 1.58%
107,682
-220
16
$2.28M 1.53%
61,399
+7,775
17
$2.26M 1.52%
17,061
-743
18
$2.25M 1.51%
4,823
-556
19
$1.94M 1.3%
57,576
+1,333
20
$1.92M 1.29%
17,013
+2,357
21
$1.86M 1.25%
11,580
-968
22
$1.84M 1.23%
24,229
-2,492
23
$1.83M 1.22%
72,228
+17,905
24
$1.82M 1.22%
39,680
+1,645
25
$1.81M 1.21%
15,022
-378
1
2 3 4 5