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
51
$2.24M 0.72%
11,194
+1,268
52
$2.07M 0.66%
94,053
-1,955
53
$2.02M 0.65%
69,798
-7,254
54
$1.82M 0.58%
5,826
+67
55
$1.8M 0.58%
25,073
+167
56
$1.73M 0.56%
15,217
+71
57
$1.67M 0.54%
36,691
-37
58
$1.65M 0.53%
15,637
-420
59
$1.53M 0.49%
21,015
-760
60
$1.5M 0.48%
9,283
+43
61
$1.47M 0.47%
28,746
-340
62
$1.45M 0.47%
46,321
+40,060
63
$1.45M 0.46%
4,870
+29
64
$1.44M 0.46%
7,660
+2,822
65
$1.41M 0.45%
26,490
-835
66
$1.4M 0.45%
31,925
-1,280
67
$1.36M 0.44%
8,213
+65
68
$1.32M 0.42%
+20,400
69
$1.24M 0.4%
19,211
-1,438
70
$1.19M 0.38%
9,852
+3
71
$1.18M 0.38%
13,939
-12
72
$1.1M 0.35%
9,020
73
$1.07M 0.34%
48,515
-1,124
74
$1.04M 0.33%
+10,640
75
$1.01M 0.32%
5,443
-379
1 2
3
4 5