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

Top Buys

1
+$4.06M
2
+$4.02M
3
+$2.62M
4
WM icon
Waste Management
WM
+$1.46M
5
SCHW icon
Charles Schwab
SCHW
+$1.32M

Top Sells

1
+$6.83M
2
+$3.8M
3
+$2.77M
4
DE icon
Deere & Co
DE
+$2.65M
5
SFM icon
Sprouts Farmers Market
SFM
+$1.81M

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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-1,203
155
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-19,138
156
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-1,308
157
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-3,635
158
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-11,264
159
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-21,680
160
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-52,778
161
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0
162
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-11,089
163
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-38,465
164
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-1,482
165
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-32,455
166
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-3,051
167
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0
168
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-28,148
169
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-120
3 4 5 6
7