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
51
$2.45M 0.75%
71,505
+31,315
52
$2.39M 0.73%
33,417
+7,793
53
$2.2M 0.67%
8,840
-219
54
$2.19M 0.67%
36,616
-62
55
$2.13M 0.65%
+45,957
56
$2.09M 0.64%
+12,490
57
$2.02M 0.62%
15,213
+59
58
$2.01M 0.61%
19,522
+704
59
$1.85M 0.56%
15,541
+2,509
60
$1.76M 0.54%
20,026
-9,529
61
$1.72M 0.52%
10,104
-211
62
$1.61M 0.49%
30,082
-937
63
$1.56M 0.48%
26,063
-297
64
$1.49M 0.45%
7,440
-200
65
$1.45M 0.44%
4,924
+27
66
$1.44M 0.44%
8,678
-32
67
$1.42M 0.43%
23,020
+295
68
$1.3M 0.4%
9,833
+41
69
$1.3M 0.4%
8,418
+505
70
$1.3M 0.4%
17,090
-450
71
$1.29M 0.39%
3,684
72
$1.25M 0.38%
37,070
-2,763
73
$1.25M 0.38%
+14,285
74
$1.24M 0.38%
+33,385
75
$1.23M 0.38%
18,722
-403
1 2
3
4 5