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
$312M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.69M
3
+$2.32M
4
WM icon
Waste Management
WM
+$1.47M
5
BP icon
BP
BP
+$1.36M

Top Sells

1
+$6.83M
2
+$3.8M
3
+$2.8M
4
DE icon
Deere & Co
DE
+$2.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.74M

Sector Composition

1 Technology 18.41%
2 Energy 12.58%
3 Healthcare 11.7%
4 Industrials 11.68%
5 Consumer Discretionary 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$66.3K 0.02%
20,400
152
$66.2K 0.02%
14,000
153
$58.5K 0.02%
25,000
154
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-52,778
155
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-21,680
156
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-11,264
157
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-120
158
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159
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0
160
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161
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162
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163
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-38,465
164
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-11,089
165
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0
166
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-3,635
167
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-1,308
168
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-38,276
169
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-1,203
3 4 5 6
7