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VCP

Vista Capital Partners Portfolio holdings

AUM $994M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$994M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$4.33M
3
+$3.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.5M
5
AAPL icon
Apple
AAPL
+$817K

Top Sells

1
+$2.15M
2
+$1.37M
3
+$808K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$746K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$648K

Sector Composition

1 Technology 3.77%
2 Healthcare 1.14%
3 Consumer Discretionary 1.04%
4 Financials 0.88%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
26
iShares Russell 1000 ETF
IWB
$47.7B
$2.06M 0.21%
5,779
-247
IWD icon
27
iShares Russell 1000 Value ETF
IWD
$76.1B
$2.03M 0.2%
9,479
DFSU icon
28
Dimensional US Sustainability Core 1 ETF
DFSU
$2.16B
$2.01M 0.2%
49,004
+847
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.42T
$1.87M 0.19%
6,534
+354
SCHA icon
30
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$1.86M 0.19%
63,804
-2,316
IEFA icon
31
iShares Core MSCI EAFE ETF
IEFA
$184B
$1.7M 0.17%
18,816
-1,131
QQQ icon
32
Invesco QQQ Trust
QQQ
$477B
$1.66M 0.17%
2,882
-1,066
VSGX icon
33
Vanguard ESG International Stock ETF
VSGX
$6.69B
$1.6M 0.16%
22,258
-331
IVV icon
34
iShares Core S&P 500 ETF
IVV
$809B
$1.55M 0.16%
2,368
-139
NKE icon
35
Nike
NKE
$65.4B
$1.53M 0.15%
28,948
+517
VEA icon
36
Vanguard FTSE Developed Markets ETF
VEA
$232B
$1.52M 0.15%
23,741
+6,517
CVX icon
37
Chevron
CVX
$354B
$1.47M 0.15%
7,114
+1,591
JNJ icon
38
Johnson & Johnson
JNJ
$564B
$1.46M 0.15%
5,964
+10
VV icon
39
Vanguard Large-Cap ETF
VV
$52B
$1.42M 0.14%
4,765
-32
IWV icon
40
iShares Russell 3000 ETF
IWV
$19.2B
$1.37M 0.14%
3,690
-132
AVSU icon
41
Avantis Responsible US Equity ETF
AVSU
$468M
$1.35M 0.14%
18,216
AVEE icon
42
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$127M
$1.27M 0.13%
20,068
-2,876
XOM icon
43
Exxon Mobil
XOM
$583B
$1.22M 0.12%
7,210
+1,378
AVGO icon
44
Broadcom
AVGO
$1.87T
$1.19M 0.12%
3,834
+988
MU icon
45
Micron Technology
MU
$1.18T
$1.18M 0.12%
3,490
+188
IJR icon
46
iShares Core S&P Small-Cap ETF
IJR
$105B
$1.14M 0.11%
9,150
-415
VT icon
47
Vanguard Total World Stock ETF
VT
$75.2B
$1.09M 0.11%
7,888
+798
IWM icon
48
iShares Russell 2000 ETF
IWM
$79.6B
$1.08M 0.11%
4,340
+410
DXUV
49
Dimensional US Vector Equity ETF
DXUV
$420M
$1.03M 0.1%
17,363
+4,724
IBM icon
50
IBM
IBM
$247B
$1.02M 0.1%
4,190
+704
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