VCP

Vista Capital Partners Portfolio holdings

AUM $824M
This Quarter Return
-3.28%
1 Year Return
+6.16%
3 Year Return
+16.27%
5 Year Return
+102.24%
10 Year Return
+128.97%
AUM
$824M
AUM Growth
-$35.9M
Cap. Flow
-$4.79M
Cap. Flow %
-0.58%
Top 10 Hldgs %
90.5%
Holding
120
New
5
Increased
25
Reduced
57
Closed
7

Sector Composition

1Technology2.79%
2Healthcare1.18%
3Consumer Discretionary1.01%
4Financials0.67%
5Consumer Staples0.35%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.22M0.15% 19,564
-1,887
-9%
-$118K
$1.21M0.15% 3,822
$1.04M0.13% 37,498
+28,869
+335%
+$802K
$993K0.12% 5,938
+495
+9%
+$82.8K
$989K0.12% 37,371
+13,465
+56%
+$356K
$891K0.11% 4,036
+17
+0.4%
+$3.75K
$889K0.11% 3,625
+219
+6%
+$53.7K
$858K0.1% 5,171
+74
+1%
+$12.3K
$843K0.1% 1,797
+87
+5%
+$40.8K
$832K0.1% 5,323
-693
-12%
-$108K
$809K0.1% 18,430
$797K0.1% 8,666
+13
+0.2%
+$1.2K
$769K0.09% 2,606
+6
+0.2%
+$1.77K
$753K0.09% 3,777
$742K0.09% 2,420
$732K0.09% 6,315
+239
+4%
+$27.7K
$723K0.09% 27,988
-8,394
-23%
-$217K
$691K0.08% 7,377
$678K0.08% 16,461
$630K0.08% 15,973
-963
-6%
-$38K
$612K0.07% 1,061
-11
-1%
-$6.34K
$605K0.07% 5,088
-10
-0.2%
-$1.19K
$577K0.07% 7,062
+10
+0.1%
+$817
$554K0.07% 4,993
$537K0.07% 3,472
+15
+0.4%
+$2.32K