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
$320M
AUM Growth
+$8.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.35M
3
+$3.25M
4
JHG icon
Janus Henderson
JHG
+$3.03M
5
MSI icon
Motorola Solutions
MSI
+$2.31M

Top Sells

1
+$2.59M
2
+$2.58M
3
+$1.28M
4
COP icon
ConocoPhillips
COP
+$1.17M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.04M

Sector Composition

1 Technology 19.04%
2 Financials 12.77%
3 Consumer Discretionary 12.54%
4 Energy 11.79%
5 Industrials 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
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