VIP
Vista Investment Partners Portfolio holdings
AUM
$378M
1-Year Est. Return
26.63%
This Fund
S&P 500
1 Year Est. Return
+26.63%
AUM
$378M
AUM Growth
-$2.96M
(-0.78%)
Holding
180
Top Buys
| 1 | +$7.73M | |
| 2 | +$4.88M | |
| 3 | +$4.8M | |
| 4 |
Moody's
MCO
|
+$4.65M |
| 5 |
Sally Beauty Holdings
SBH
|
+$4.34M |
Top Sells
| 1 | +$7.21M | |
| 2 | +$6.55M | |
| 3 | +$4.2M | |
| 4 |
Lyft
LYFT
|
+$4.1M |
| 5 |
Home Depot
HD
|
+$3.66M |
Sector Composition
| 1 | Financials | 14.3% |
| 2 | Technology | 13.68% |
| 3 | Energy | 13.14% |
| 4 | Consumer Discretionary | 12.46% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
VanEck Semiconductor ETF
SMH
$52.7B
| – | – |
0
|
|
||
177
Synchrony
SYF
$26.1B
| – | – |
-78,527
|
|
||
178
Thomson Reuters
TRI
$42.8B
| – | – |
-25,549
|
|
||
179
Wendy's
WEN
$1.35B
| – | – |
-12,791
|
|
||
180
Wells Fargo
WFC
$250B
| – | – |
-9,356
|
|