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
126
$369K 0.11%
9,861
-33
127
$365K 0.11%
5,201
-115
128
$362K 0.11%
388
+39
129
$351K 0.11%
3,906
-237
130
$344K 0.11%
3,131
-141
131
$340K 0.1%
2,213
+35
132
$337K 0.1%
18,147
133
$329K 0.1%
5,402
+157
134
$328K 0.1%
15,935
-17,915
135
$301K 0.09%
6,846
-974
136
$294K 0.09%
+311
137
$275K 0.08%
3,500
138
$273K 0.08%
1,015
-650
139
$265K 0.08%
1,475
140
$251K 0.08%
1,292
+118
141
$248K 0.08%
2,698
142
$246K 0.07%
+18,132
143
$237K 0.07%
+2,118
144
$231K 0.07%
1,588
+1
145
$224K 0.07%
8,330
146
$222K 0.07%
1,841
147
$217K 0.07%
10,743
-556
148
$210K 0.06%
1,428
149
$207K 0.06%
+9,949
150
$205K 0.06%
1,200
-52
3 4 5
6
7