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
76
$988K 0.33%
13,951
-62
77
$981K 0.33%
27,899
+7,403
78
$967K 0.32%
3,684
+6
79
$957K 0.32%
76,355
+587
80
$946K 0.32%
+4,726
81
$925K 0.31%
+13,384
82
$920K 0.31%
14,144
-1,133
83
$914K 0.3%
9,020
84
$857K 0.29%
29,578
85
$843K 0.28%
10,944
-5,398
86
$834K 0.28%
8,396
-25
87
$769K 0.26%
4,838
-1,119
88
$768K 0.26%
3,285
+17
89
$759K 0.25%
3,600
90
$752K 0.25%
15,861
+5,840
91
$744K 0.25%
+11,798
92
$738K 0.25%
9,376
+21
93
$666K 0.22%
783
+15
94
$654K 0.22%
2,965
+99
95
$650K 0.22%
+13,275
96
$620K 0.21%
3,884
+1,392
97
$612K 0.2%
1
98
$563K 0.19%
+2,930
99
$556K 0.19%
1,102
+351
100
$526K 0.18%
5,151
-973
2 3
4
5 6