VIP
Vista Investment Partners Portfolio holdings
AUM
$347M
This Quarter Return
+1.29%
1 Year Return
+25.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$320M
AUM Growth
+$320M
(+2.6%)
Cap. Flow
+$8.21M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
26.32%
Holding
168
New
15
Increased
46
Reduced
64
Closed
19
Top Buys
| 1 |
TJX Companies
TJX
|
$3.88M |
| 2 |
Toll Brothers
TOL
|
$3.35M |
| 3 |
PNC Financial Services
PNC
|
$3.25M |
| 4 |
Janus Henderson
JHG
|
$3.03M |
| 5 |
Motorola Solutions
MSI
|
$2.31M |
Top Sells
| 1 |
Sprouts Farmers Market
SFM
|
$2.59M |
| 2 |
Ulta Beauty
ULTA
|
$2.58M |
| 3 |
Pfizer
PFE
|
$1.28M |
| 4 |
ConocoPhillips
COP
|
$1.17M |
| 5 |
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% |
