VIPI
Vista Investment Partners II Portfolio holdings
AUM
$207M
This Quarter Return
+3.83%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
–
Cap. Flow
+$169M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.81%
Holding
127
New
127
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Eli Lilly
LLY
|
$8.85M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.92M |
| 3 |
NVIDIA
NVDA
|
$5.55M |
| 4 |
Apple
AAPL
|
$5.11M |
| 5 |
Strategy Inc Common Stock Class A
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% |