VISTA INVESTMENT MANAGEMENT 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VI VISTA INVESTMENT MANAGEMENT | Institutional Filer | ▼ 0.81% | $300.6M | 173 |
Current Portfolio Holdings
Showing all 173 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | — | 127K | $10.1M | 3.35% |
| 2 | JAAA | JANUS DETROIT STR TR | — | 192K | $9.7M | 3.22% |
| 3 | VGT | VANGUARD WORLD FD | — | 14K | $9.4M | 3.14% |
| 4 | FLTR | VANECK ETF TRUST | — | 332K | $8.5M | 2.82% |
| 5 | SPIB | SPDR SERIES TRUST | — | 245K | $8.2M | 2.74% |
| 6 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 480K | $8.0M | 2.67% |
| 7 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 348K | $7.1M | 2.36% |
| 8 | QUAL | ISHARES TR | — | 34K | $6.4M | 2.14% |
| 9 | QUS | SPDR SERIES TRUST | — | 37K | $6.4M | 2.13% |
| 10 | COHR | Coherent, Inc. | Technology | 26K | $6.3M | 2.09% |
| 11 | EPS | WISDOMTREE TR | — | 85K | $5.8M | 1.92% |
| 12 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 125K | $5.7M | 1.89% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 19K | $5.6M | 1.87% |
| 14 | FPEI | FIRST TR EXCH TRADED FD III | — | 280K | $5.3M | 1.77% |
| 15 | IJR | ISHARES TR | — | 42K | $5.3M | 1.75% |
Showing 1 to 15 of 173 holdings