VIPI

Vista Investment Partners II Portfolio holdings

AUM $207M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$8.85M
2 +$5.92M
3 +$5.55M
4
AAPL icon
Apple
AAPL
+$5.11M
5
MSTR icon
Strategy Inc
MSTR
+$4.91M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.79%
2 Financials 17.87%
3 Consumer Discretionary 11.19%
4 Healthcare 10.99%
5 Industrials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$106K 0.06%
+11,347
127
$80.7K 0.05%
+11,869