VIP

Vista Investment Partners Portfolio holdings

AUM $378M
1-Year Est. Return 26.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.63%
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
– –
-53,009
155
– –
-16,016
156
– –
0
157
– –
-6,788
158
– –
-3,011
159
– –
-1,442
160
– –
-85,325
161
– –
-5,007
162
– –
-311
163
– –
-7,137
164
– –
0
165
– –
-2,964
166
– –
-4,551
167
– –
-43
3 4 5 6
7