VIP
Vista Investment Partners Portfolio holdings
AUM
$347M
This Quarter Return
+9.55%
1 Year Return
+25.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$312M
AUM Growth
+$312M
(+4.5%)
Cap. Flow
-$9.53M
Cap. Flow
% of AUM
-3.05%
Top 10 Holdings %
Top 10 Hldgs %
27.34%
Holding
169
New
14
Increased
64
Reduced
53
Closed
14
Top Buys
| 1 |
Tenet Healthcare
THC
|
$4.06M |
| 2 |
Synchrony
SYF
|
$4.02M |
| 3 |
Pultegroup
PHM
|
$2.62M |
| 4 |
Waste Management
WM
|
$1.46M |
| 5 |
Charles Schwab
SCHW
|
$1.32M |
Top Sells
| 1 |
Steel Dynamics
STLD
|
$6.83M |
| 2 |
Atkore
ATKR
|
$3.8M |
| 3 |
KLA
KLAC
|
$2.77M |
| 4 |
Deere & Co
DE
|
$2.65M |
| 5 |
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% |
