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
$312M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$4.02M
3
+$2.62M
4
WM icon
Waste Management
WM
+$1.46M
5
SCHW icon
Charles Schwab
SCHW
+$1.32M

Top Sells

1
+$6.83M
2
+$3.8M
3
+$2.77M
4
DE icon
Deere & Co
DE
+$2.65M
5
SFM icon
Sprouts Farmers Market
SFM
+$1.81M

Sector Composition

1 Technology 18.41%
2 Energy 12.58%
3 Healthcare 11.7%
4 Industrials 11.68%
5 Consumer Discretionary 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.06M 1.3%
+24,430
27
$4.02M 1.29%
+80,558
28
$4.02M 1.29%
8,228
-229
29
$3.99M 1.28%
48,419
+147
30
$3.96M 1.27%
69,152
+365
31
$3.95M 1.26%
19,022
+7,043
32
$3.85M 1.23%
31,701
-360
33
$3.59M 1.15%
17,386
+178
34
$3.59M 1.15%
26,754
+184
35
$3.53M 1.13%
12,231
+124
36
$3.5M 1.12%
64,068
+780
37
$3.35M 1.07%
8,233
+95
38
$3.12M 1%
3,003
+42
39
$3.06M 0.98%
7,819
+86
40
$3.02M 0.97%
6,565
-12
41
$3M 0.96%
12,080
+115
42
$2.92M 0.93%
9,581
+2
43
$2.62M 0.84%
+18,254
44
$2.58M 0.83%
6,639
+110
45
$2.52M 0.81%
9,637
-80
46
$2.51M 0.8%
14,500
+3,069
47
$2.42M 0.77%
10,944
-233
48
$2.42M 0.77%
29,947
-1,072
49
$2.32M 0.74%
25,413
50
$2.26M 0.72%
10,698
-25
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