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
$328M
AUM Growth
+$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.89M
3
+$2.65M
4
TNL icon
Travel + Leisure Co
TNL
+$2.13M
5
AVGO icon
Broadcom
AVGO
+$2.09M

Top Sells

1
+$3.84M
2
+$3.35M
3
+$2.89M
4
PEP icon
PepsiCo
PEP
+$2.78M
5
CPAY icon
Corpay
CPAY
+$2.02M

Sector Composition

1 Technology 17.3%
2 Energy 12.8%
3 Consumer Discretionary 11.85%
4 Financials 10.88%
5 Healthcare 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.1M 1.25%
13,153
-117
27
$4.09M 1.25%
26,542
-223
28
$4.09M 1.25%
24,821
-2,704
29
$4.02M 1.22%
8,570
+27
30
$3.98M 1.21%
12,071
-135
31
$3.89M 1.19%
31,936
-193
32
$3.88M 1.18%
64,838
-106
33
$3.87M 1.18%
12,828
+246
34
$3.82M 1.17%
4,631
-117
35
$3.71M 1.13%
8,484
+2,974
36
$3.63M 1.11%
17,154
-104
37
$3.39M 1.03%
25,181
+338
38
$3.36M 1.02%
6,306
+151
39
$3.17M 0.96%
3,205
+59
40
$2.99M 0.91%
12,565
+144
41
$2.98M 0.91%
16,958
+101
42
$2.95M 0.9%
104,379
-2,885
43
$2.94M 0.9%
8,508
+45
44
$2.93M 0.89%
27,020
-13,432
45
$2.86M 0.87%
9,145
+66
46
$2.65M 0.81%
+12,745
47
$2.61M 0.8%
72,191
+1,056
48
$2.6M 0.79%
10,027
+390
49
$2.54M 0.77%
10,336
-85
50
$2.5M 0.76%
25,216
-197
1
2
3 4 5