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
101
$516K 0.17%
4,164
+82
102
$498K 0.17%
2,715
+272
103
$486K 0.16%
954
-1,215
104
$484K 0.16%
+8,988
105
$466K 0.16%
1,563
106
$448K 0.15%
2,250
+112
107
$447K 0.15%
3,268
-7,898
108
$441K 0.15%
1,950
-18
109
$419K 0.14%
5,327
+11
110
$411K 0.14%
2,910
-5,407
111
$400K 0.13%
3,635
+8
112
$399K 0.13%
6,103
-16
113
$395K 0.13%
905
-74
114
$385K 0.13%
1,664
115
$380K 0.13%
23,422
116
$372K 0.12%
2,111
+6
117
$369K 0.12%
944
+2
118
$363K 0.12%
5,035
+37
119
$358K 0.12%
531
+198
120
$346K 0.12%
+41,175
121
$343K 0.11%
+17,776
122
$316K 0.11%
3,051
+3
123
$311K 0.1%
+21,680
124
$305K 0.1%
2,601
125
$302K 0.1%
+980
3 4
5
6 7