VIP
Vista Investment Partners Portfolio holdings
AUM
$347M
This Quarter Return
+3.33%
1 Year Return
+25.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$328M
AUM Growth
+$328M
(+2.4%)
Cap. Flow
+$1.46M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
27.28%
Holding
169
New
20
Increased
56
Reduced
60
Closed
15
Top Buys
| 1 |
PGIM Ultra Short Bond ETF
PULS
|
$4.33M |
| 2 |
Avantis International Equity ETF
AVDE
|
$3.89M |
| 3 |
Darden Restaurants
DRI
|
$2.65M |
| 4 |
Travel + Leisure Co
TNL
|
$2.13M |
| 5 |
Broadcom
AVGO
|
$2.09M |
Top Sells
| 1 |
Waste Management
WM
|
$3.84M |
| 2 |
Toll Brothers
TOL
|
$3.35M |
| 3 |
Everest Group
EG
|
$2.89M |
| 4 |
PepsiCo
PEP
|
$2.78M |
| 5 |
Corpay
CPAY
|
$2.02M |
Sector Composition
| 1 | Technology | 17.3% |
| 2 | Energy | 12.8% |
| 3 | Consumer Discretionary | 11.85% |
| 4 | Financials | 10.88% |
| 5 | Healthcare | 10.31% |
