VCP
Vista Capital Partners Portfolio holdings
AUM
$913M
This Quarter Return
+4.78%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$260M
AUM Growth
+$260M
(+1.5%)
Cap. Flow
-$7.99M
Cap. Flow
% of AUM
-3.07%
Top 10 Holdings %
Top 10 Hldgs %
94.66%
Holding
39
New
1
Increased
7
Reduced
23
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.39M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$813K |
| 3 |
Amgen
AMGN
|
$209K |
| 4 |
SPWR
SunPower Corporation Common Stock
SPWR
|
$100K |
| 5 |
IBM
IBM
|
$56.1K |
Top Sells
| 1 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$5.88M |
| 2 |
Vanguard Value ETF
VTV
|
$2.23M |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$1.24M |
| 4 |
Vanguard Growth ETF
VUG
|
$877K |
| 5 |
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% |
