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
$260M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$813K
3
+$209K
4
SPWR
SunPower Corporation Common Stock
SPWR
+$100K
5
IBM icon
IBM
IBM
+$56.1K

Top Sells

1
+$5.88M
2
+$2.23M
3
+$1.24M
4
VUG icon
Vanguard Growth ETF
VUG
+$877K
5
VB icon
Vanguard Small-Cap ETF
VB
+$823K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 0.54%
3 Consumer Staples 0.35%
4 Utilities 0.23%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$356K 0.14%
3,140
27
$342K 0.13%
3,965
28
$336K 0.13%
7,977
-500
29
$320K 0.12%
3,321
-303
30
$304K 0.12%
7,232
-616
31
$293K 0.11%
3,211
-65
32
$282K 0.11%
9,982
33
$267K 0.1%
8,654
-18
34
$247K 0.09%
4,807
35
$244K 0.09%
19,593
-783
36
$243K 0.09%
7,315
-357
37
$232K 0.09%
2,175
38
$215K 0.08%
3,184
39
$209K 0.08%
+1,868
1
2