VCP

Vista Capital Partners Portfolio holdings

AUM $913M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$88.1M
2
+$47.1M
3
+$36.2M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$27.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$26.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.78%
2 Consumer Discretionary 0.51%
3 Consumer Staples 0.38%
4 Utilities 0.25%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$359K 0.14%
+3,624
27
$351K 0.14%
+3,140
28
$338K 0.13%
+8,477
29
$333K 0.13%
+7,848
30
$332K 0.13%
+3,965
31
$305K 0.12%
+9,982
32
$283K 0.11%
+3,276
33
$246K 0.1%
+20,376
34
$240K 0.09%
+4,807
35
$237K 0.09%
+3,184
36
$236K 0.09%
+7,672
37
$234K 0.09%
+8,672
38
$211K 0.08%
+2,175
1
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