VIP

Vista Investment Partners Portfolio holdings

AUM $381M
1-Year Est. Return 25.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.13%
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
+$2.49M
2
+$1.77M
3
+$1.73M
4
LKQ icon
LKQ Corp
LKQ
+$1.72M
5
FITB
Fifth Third Bancorp
FITB
+$1.56M

Top Sells

1
+$2.82M
2
+$1.55M
3
+$1.13M
4
FSLY icon
Fastly Inc
FSLY
+$1.11M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.05M

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
151
$67.1K 0.02%
20,400
152
$46.3K 0.02%
25,000
153
$19.5K 0.01%
+120
154
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-16,016
155
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-85,325
156
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-5,007
157
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158
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159
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160
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0
161
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162
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163
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164
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-53,009
165
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-7,137
166
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0
167
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-2,964
3 4 5 6
7