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
$272M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.62M
3
+$8.68M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.12M
5
ARLP icon
Alliance Resource Partners
ARLP
+$7.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.45%
2 Healthcare 13.69%
3 Energy 12.29%
4 Industrials 12.27%
5 Consumer Staples 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$238K 0.09%
+3,011
127
$238K 0.09%
+1,453
128
$235K 0.09%
+664
129
$222K 0.08%
+6,261
130
$215K 0.08%
+2,350
131
$213K 0.08%
+12,387
132
$200K 0.07%
+4,700
133
$180K 0.07%
+17,500
134
$85.2K 0.03%
+13,000
135
$65.5K 0.02%
+14,000
136
$59.2K 0.02%
+20,400
137
$29K 0.01%
+25,000
138
$25.7K 0.01%
+43
139
$14.3K 0.01%
+13,000
2 3 4 5
6