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
101
$516K 0.17%
2,991
-1,735
102
$503K 0.16%
878
-224
103
$484K 0.15%
19,843
-8,056
104
$483K 0.15%
1,960
+10
105
$474K 0.15%
+10,498
106
$473K 0.15%
2,828
+113
107
$472K 0.15%
893
-12
108
$469K 0.15%
4,132
-32
109
$456K 0.15%
5,327
110
$451K 0.14%
1,665
+1
111
$451K 0.14%
6,122
+19
112
$446K 0.14%
3,272
+4
113
$435K 0.14%
2,109
-2
114
$409K 0.13%
6,098
+1,598
115
$401K 0.13%
947
+3
116
$396K 0.13%
2,327
+77
117
$393K 0.13%
10,057
-5,804
118
$386K 0.12%
17,703
-73
119
$383K 0.12%
2,910
120
$378K 0.12%
+13,766
121
$376K 0.12%
23,422
122
$348K 0.11%
2,876
+275
123
$335K 0.11%
5,073
+38
124
$332K 0.11%
5,358
125
$304K 0.1%
1,473
-38
3 4
5
6 7