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
51
$1.89M 0.63%
11,431
+45
52
$1.84M 0.61%
16,057
+9,248
53
$1.83M 0.61%
96,008
-1,567
54
$1.81M 0.6%
9,926
+187
55
$1.74M 0.58%
19,138
-740
56
$1.67M 0.56%
+11,264
57
$1.6M 0.53%
+38,465
58
$1.59M 0.53%
24,906
+118
59
$1.57M 0.52%
15,146
+40
60
$1.56M 0.52%
36,728
+28
61
$1.53M 0.51%
5,759
+135
62
$1.48M 0.49%
8,148
+242
63
$1.35M 0.45%
9,240
-18,944
64
$1.32M 0.44%
29,086
-805
65
$1.31M 0.44%
21,775
-660
66
$1.3M 0.43%
27,325
-884
67
$1.25M 0.42%
4,841
+2
68
$1.23M 0.41%
33,205
-1,030
69
$1.19M 0.4%
49,639
-782
70
$1.14M 0.38%
20,649
-4,345
71
$1.13M 0.38%
5,822
+686
72
$1.11M 0.37%
+32,455
73
$1.11M 0.37%
12,616
+16
74
$1.09M 0.36%
11,089
+2
75
$989K 0.33%
9,849
-83
1 2
3
4 5