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VIM

Vista Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.48M
3
+$1.92M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.39M
5
VT icon
Vanguard Total World Stock ETF
VT
+$484K

Top Sells

1
+$1.72M
2
+$1.07M
3
+$715K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$577K
5
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$449K

Sector Composition

1 Technology 8.2%
2 Healthcare 7.19%
3 Financials 5.51%
4 Consumer Discretionary 3.55%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.53M 3.98%
254,286
+47,214
2
$6.58M 3.48%
86,279
+33,740
3
$4.99M 2.64%
103,528
+4,192
4
$4.53M 2.39%
181,417
-68,684
5
$4.14M 2.19%
167,528
-43,166
6
$4.11M 2.17%
35,475
+70
7
$4.03M 2.13%
32,516
-47
8
$3.87M 2.04%
39,993
+1,375
9
$3.54M 1.87%
70,436
+6,031
10
$3.35M 1.77%
76,696
+798
11
$3.28M 1.74%
35,762
+691
12
$3.01M 1.59%
88,128
+5,560
13
$2.97M 1.57%
91,264
+59,387
14
$2.87M 1.52%
148,824
+129,512
15
$2.8M 1.48%
63,650
-794
16
$2.58M 1.37%
4,482
-24
17
$2.53M 1.34%
11,213
+425
18
$2.49M 1.32%
60,031
-4,014
19
$2.38M 1.26%
59,693
+287
20
$2.35M 1.24%
11,734
-13
21
$2.35M 1.24%
85,020
+2,850
22
$2.16M 1.14%
43,200
+505
23
$2.12M 1.12%
69,586
-8,678
24
$2.05M 1.08%
21,228
+255
25
$2M 1.06%
23,923
+935
1
2 3 4 5