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
$291M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.09M
3
+$1.88M
4
LUV icon
Southwest Airlines
LUV
+$1.55M
5
TXNM
TXNM Energy Inc
TXNM
+$1.29M

Top Sells

1
+$6.65M
2
+$3.41M
3
+$3.17M
4
ADI icon
Analog Devices
ADI
+$3.04M
5
MRNA icon
Moderna
MRNA
+$1.64M

Sector Composition

1 Technology 17.13%
2 Industrials 13.81%
3 Energy 12.93%
4 Healthcare 12.05%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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154
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-21,555
155
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-4,700
156
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-14,065
157
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-120
158
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-33,788
159
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-15,286
160
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-43
3 4 5 6
7