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
126
$294K 0.1%
1,511
127
$291K 0.1%
1,841
128
$284K 0.09%
5,358
129
$280K 0.09%
+4,500
130
$276K 0.09%
5,203
131
$275K 0.09%
1,586
-70
132
$263K 0.09%
2,046
133
$254K 0.08%
3,500
134
$249K 0.08%
1,827
+1
135
$242K 0.08%
+4,868
136
$240K 0.08%
305
-2
137
$230K 0.08%
1,251
138
$230K 0.08%
5,529
-23,443
139
$227K 0.08%
20,000
-29,099
140
$226K 0.08%
6,261
141
$211K 0.07%
+674
142
$209K 0.07%
+2,700
143
$206K 0.07%
+1,203
144
$206K 0.07%
1,128
+21
145
$205K 0.07%
1,308
+38
146
$205K 0.07%
+1,482
147
$204K 0.07%
+7,950
148
$200K 0.07%
9,709
-1,260
149
$185K 0.06%
17,500
150
$89.5K 0.03%
14,000
3 4 5
6
7