VIP
Vista Investment Partners Portfolio holdings
AUM
$358M
1-Year Est. Return
24.06%
1 Year Est. Return
+24.06%
AUM
$358M
AUM Growth
+$11.4M
(+3.3%)
Holding
165
Top Buys
| 1 | +$1.81M | |
| 2 | +$1.25M | |
| 3 | +$1.2M | |
| 4 |
Palo Alto Networks
PANW
|
+$994K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$902K |
Top Sells
| 1 | +$8.56M | |
| 2 | +$3.92M | |
| 3 | +$2.09M | |
| 4 |
Oracle
ORCL
|
+$1.8M |
| 5 |
AT&T
T
|
+$1.62M |
Sector Composition
| 1 | Technology | 19.77% |
| 2 | Consumer Discretionary | 13.14% |
| 3 | Financials | 10.78% |
| 4 | Energy | 10.52% |
| 5 | Healthcare | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Valero Energy
VLO
$48.8B
| $201K | 0.06% |
+1,178
|
|
||
|
DMB
152
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$199M
| $187K | 0.05% |
17,500
|
|
||
153
Goodyear
GT
$2.03B
| $89.8K | 0.03% |
12,000
|
|
||
154
Ribbon Communications
RBBN
$710M
| $77.5K | 0.02% |
20,400
|
|
||
|
XYZ
155
Block Inc
XYZ
$46.4B
| – | – |
-3,885
|
|
||
156
Symbotic
SYM
$6.97B
| – | – |
-7,956
|
|
||
157
Sprouts Farmers Market
SFM
$10.7B
| – | – |
-52,022
|
|
||
158
Pultegroup
PHM
$23.9B
| – | – |
-19,793
|
|
||
159
Lam Research
LRCX
$174B
| – | – |
-9,177
|
|
||
|
EVRI
160
DELISTED
Everi Holdings
EVRI
| – | – |
-12,750
|
|
||
161
Cal-Maine
CALM
$4.39B
| – | – |
-4,533
|
|
||
162
Boston Scientific
BSX
$155B
| – | – |
-6,085
|
|
||
163
Baker Hughes
BKR
$46.8B
| – | – |
-6,602
|
|
||
164
Booking.com
BKNG
$170B
| – | – |
-35
|
|
||
165
Accenture
ACN
$155B
| – | – |
-13,106
|
|