VIM

Vista Investment Management Portfolio holdings

AUM $286M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$548K
3
+$488K
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$386K
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$334K

Top Sells

1
+$480K
2
+$325K
3
+$265K
4
LLY icon
Eli Lilly
LLY
+$259K
5
WMT icon
Walmart
WMT
+$210K

Sector Composition

1 Financials 8.58%
2 Technology 6.6%
3 Healthcare 6.56%
4 Consumer Discretionary 3.74%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.17M 3.59%
116,162
+1,846
2
$8.21M 3.21%
403,390
-7,438
3
$7.91M 3.09%
155,941
+1,292
4
$7.43M 2.9%
223,459
+1,270
5
$7.26M 2.84%
437,477
+14,212
6
$6.71M 2.62%
12,366
-352
7
$6.05M 2.36%
236,656
+15,098
8
$5.68M 2.22%
36,227
+8
9
$5.55M 2.17%
32,503
+75
10
$5.25M 2.05%
21,398
-1,956
11
$4.87M 1.9%
82,159
+576
12
$4.8M 1.88%
256,770
+3,873
13
$4.51M 1.76%
49,154
+10,219
14
$4.45M 1.74%
42,531
+365
15
$3.84M 1.5%
25,908
-426
16
$3.79M 1.48%
74,122
+1,165
17
$3.57M 1.39%
63,081
-5,743
18
$3.55M 1.39%
90,260
-889
19
$3.53M 1.38%
180,259
-3,988
20
$3.49M 1.37%
102,079
-1,550
21
$3.22M 1.26%
107,051
-1,877
22
$2.86M 1.12%
16,275
-1,009
23
$2.75M 1.07%
11,782
-145
24
$2.69M 1.05%
59,448
+721
25
$2.66M 1.04%
105,903
-8,049
1
2 3 4 5