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
101
$590K 0.18%
+6,184
102
$558K 0.17%
4,299
-557
103
$547K 0.17%
21,569
-9
104
$546K 0.17%
39,925
105
$536K 0.16%
1,535
106
$518K 0.16%
3,316
+308
107
$516K 0.16%
+4,633
108
$516K 0.16%
+2,463
109
$493K 0.15%
1,849
-244
110
$456K 0.14%
1,932
-31
111
$441K 0.13%
2,757
-234
112
$437K 0.13%
+7,989
113
$432K 0.13%
9,435
-1,008
114
$428K 0.13%
14,320
-1,529
115
$426K 0.13%
+9,724
116
$425K 0.13%
+4,670
117
$410K 0.13%
2,046
118
$403K 0.12%
3,612
+736
119
$401K 0.12%
955
+4
120
$390K 0.12%
3,158
121
$388K 0.12%
3,692
-192
122
$382K 0.12%
+4,558
123
$380K 0.12%
+3,388
124
$378K 0.12%
5,155
+38
125
$369K 0.11%
5,358
3 4
5
6 7