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Home > Institutional Investor > Private Vista, Llc > Profile

Instuitional Investor - Private Vista, Llc

Fund Profile
Filing Period:
Fund Name: Private Vista, Llc
Portfolio Value $206,613,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 383,825 $26,206,000 12.68%
2.
Invesco Exch Trd Slf Idx Fd
 1,121,254 $24,918,000 12.06%
3.
Invesco Exch Trd Slf Idx Fd
 688,085 $15,170,000 7.34%
4.
Ulta Beauty Inc.
 ULTA 57,999 $11,798,000 5.71%
5.
Wisdomtree Trust
 86,056 $7,994,000 3.86%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)