VIP

Vista Investment Partners Portfolio holdings

AUM $358M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.73M
3
+$1.67M
4
LKQ icon
LKQ Corp
LKQ
+$1.6M
5
FITB icon
Fifth Third Bancorp
FITB
+$1.56M

Top Sells

1
+$2.77M
2
+$1.55M
3
+$1.11M
4
UPS icon
United Parcel Service
UPS
+$1.08M
5
OKE icon
Oneok
OKE
+$1.04M

Sector Composition

1 Technology 18.51%
2 Energy 13.08%
3 Industrials 12.83%
4 Consumer Staples 11.06%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4M 1.33%
13,186
+56
27
$3.96M 1.32%
11,514
+133
28
$3.96M 1.32%
32,061
+4,731
29
$3.94M 1.31%
107,845
+42,756
30
$3.8M 1.27%
28,148
+280
31
$3.67M 1.22%
17,208
+117
32
$3.43M 1.14%
68,787
+855
33
$3.15M 1.05%
26,570
+185
34
$3.09M 1.03%
12,107
+132
35
$3M 1%
63,288
+26,512
36
$2.97M 0.99%
7,950
+125
37
$2.95M 0.98%
7,733
+126
38
$2.89M 0.96%
11,965
+178
39
$2.68M 0.89%
6,577
+63
40
$2.67M 0.89%
2,961
+50
41
$2.61M 0.87%
8,138
+175
42
$2.56M 0.85%
+11,979
43
$2.52M 0.84%
6,529
+155
44
$2.44M 0.81%
9,579
+73
45
$2.17M 0.72%
10,723
+107
46
$2.16M 0.72%
77,052
-2,180
47
$2.1M 0.7%
31,019
+612
48
$2.07M 0.69%
25,413
-12,811
49
$1.93M 0.64%
11,177
+9,984
50
$1.92M 0.64%
9,717
+40
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