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Matthew J. Viverette

@Vista Investment Management

Latest period2024 - Q3ReportedManaged Assets$265.315MTotal holdings173
Assets growth rate7.46%Assets growth rate (2-Q avg)4%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Vista Investment Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Vista Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 265.315M in assets, with a quarterly growth rate of 7.46% and a 2-quarter average growth rate of 4%. The portfolio is managed by Matthew J. Viverette, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJRIshares Tr
Recent Activity
Increased 0.74%
1.9%
$5.021M
42,931 shares@ $116.97 avg price
EPSWisdomtree Tr
Recent Activity
Increased 0.94%
1.85%
$4.892M
81,471 shares@ $60.05 avg price
FPEIFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 5.17%
1.74%
$4.613M
241,887 shares@ $19.08 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1%
1.65%
$4.374M
221,809 shares@ $19.73 avg price
BILSpdr Ser Tr
Recent Activity
Increased 30.37%
1.51%
$3.981M
43,357 shares@ $91.81 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 2.58%
1.49%
$3.939M
72,029 shares@ $54.69 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Increased 0.27%
1.48%
$3.908M
103,652 shares@ $37.7 avg price
VOXVanguard World Fd
Recent Activity
Increased 2.82%
1.43%
$3.782M
26,012 shares@ $145.39 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -7.01%
1.42%
$3.741M
90,633 shares@ $41.29 avg price
SPSBSpdr Ser Tr
Recent Activity
Decreased -3.78%
1.35%
$3.561M
117,600 shares@ $30.28 avg price