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
$272M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.62M
3
+$8.68M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.12M
5
ARLP icon
Alliance Resource Partners
ARLP
+$7.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.45%
2 Healthcare 13.69%
3 Energy 12.29%
4 Industrials 12.27%
5 Consumer Staples 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.63%
+27,542
52
$1.67M 0.61%
+99,533
53
$1.66M 0.61%
+15,088
54
$1.64M 0.6%
+16,464
55
$1.59M 0.58%
+30,291
56
$1.56M 0.57%
+5,514
57
$1.52M 0.56%
+29,696
58
$1.49M 0.55%
+25,278
59
$1.49M 0.54%
+10,139
60
$1.46M 0.53%
+28,839
61
$1.41M 0.52%
+6,840
62
$1.34M 0.49%
+23,020
63
$1.33M 0.49%
+26,940
64
$1.33M 0.49%
+4,859
65
$1.32M 0.48%
+108,520
66
$1.28M 0.47%
+36,672
67
$1.17M 0.43%
+9,321
68
$1.09M 0.4%
+7,799
69
$1.04M 0.38%
+8,195
70
$958K 0.35%
+3,678
71
$947K 0.35%
+18,450
72
$926K 0.34%
+6,952
73
$922K 0.34%
+15,952
74
$901K 0.33%
+10,607
75
$851K 0.31%
+14,016
1 2
3
4 5