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
$161M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Sells

1 +$911K
2 +$569K
3 +$366K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$207K
5
GPN icon
Global Payments
GPN
+$201K

Sector Composition

1 Technology 8.88%
2 Financials 7.35%
3 Healthcare 7.08%
4 Consumer Discretionary 4.81%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.18M 3.22%
102,503
+557
2
$4.52M 2.82%
144,445
+14,424
3
$4.45M 2.77%
53,945
+13,309
4
$4.19M 2.61%
11,685
-72
5
$3.66M 2.28%
30,034
+920
6
$3.56M 2.21%
32,004
+1,150
7
$3.52M 2.19%
32,439
-8,397
8
$3.5M 2.18%
79,844
+1,540
9
$3.44M 2.14%
21,352
+477
10
$3.08M 1.92%
100,600
-11,933
11
$2.73M 1.7%
59,748
+1,145
12
$2.72M 1.69%
59,478
-2,352
13
$2.61M 1.62%
102,690
+30,462
14
$2.49M 1.55%
10,922
+36
15
$2.47M 1.54%
111,841
+4,159
16
$2.33M 1.45%
64,204
+2,805
17
$2.22M 1.38%
88,656
-22,678
18
$2.22M 1.38%
11,686
+106
19
$2.15M 1.34%
4,722
-101
20
$2.15M 1.34%
19,601
+2,588
21
$2.14M 1.33%
17,485
+424
22
$2.07M 1.29%
102,806
+18,643
23
$2M 1.25%
38,460
-1,220
24
$1.99M 1.24%
15,324
+302
25
$1.95M 1.21%
64,716
-5,241