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
$291M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.09M
3
+$1.88M
4
LUV icon
Southwest Airlines
LUV
+$1.55M
5
TXNM
TXNM Energy Inc
TXNM
+$1.29M

Top Sells

1
+$6.65M
2
+$3.41M
3
+$3.17M
4
ADI icon
Analog Devices
ADI
+$3.04M
5
MRNA icon
Moderna
MRNA
+$1.64M

Sector Composition

1 Technology 17.13%
2 Industrials 13.81%
3 Energy 12.93%
4 Healthcare 12.05%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.59%
5,624
+110
52
$1.72M 0.58%
97,575
-1,958
53
$1.72M 0.58%
15,106
+18
54
$1.7M 0.58%
9,677
-439
55
$1.68M 0.57%
24,994
-2,548
56
$1.66M 0.56%
11,166
+7,802
57
$1.57M 0.53%
28,972
-724
58
$1.55M 0.53%
+53,009
59
$1.52M 0.52%
24,788
-490
60
$1.49M 0.51%
9,739
+418
61
$1.43M 0.49%
36,700
+28
62
$1.42M 0.48%
22,435
-585
63
$1.41M 0.48%
28,209
-630
64
$1.39M 0.47%
50,421
+35,311
65
$1.36M 0.46%
8,317
+1,365
66
$1.3M 0.44%
29,891
-14,571
67
$1.29M 0.44%
+34,235
68
$1.19M 0.41%
7,906
+107
69
$1.17M 0.4%
4,839
-20
70
$1.14M 0.39%
+15,277
71
$1.12M 0.38%
16,342
+390
72
$1.11M 0.38%
+85,325
73
$1.09M 0.37%
12,600
+1,993
74
$1.07M 0.37%
2,169
-6,418
75
$1.03M 0.35%
8,421
1 2
3
4 5