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
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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-6,788
155
– –
0
156
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-53,009
157
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-43
158
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-311
159
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-5,007
160
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-85,325
161
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-1,442
162
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-3,011
163
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-4,551
164
– –
-16,016
165
– –
-7,137
166
– –
0
167
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-2,964
3 4 5 6
7