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
$278M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$712K
3
+$249K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$205K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$51.5K

Top Sells

1
+$1.32M
2
+$1.29M
3
+$1.22M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$355K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$130K

Sector Composition

1 Technology 1.9%
2 Consumer Discretionary 0.51%
3 Consumer Staples 0.35%
4 Utilities 0.22%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$373K 0.13%
3,965
27
$372K 0.13%
3,140
28
$336K 0.12%
3,195
-16
29
$327K 0.12%
7,935
-42
30
$310K 0.11%
7,236
+4
31
$301K 0.11%
9,982
32
$291K 0.1%
3,001
-320
33
$286K 0.1%
8,961
+307
34
$280K 0.1%
7,315
35
$266K 0.1%
19,620
+27
36
$261K 0.09%
4,807
37
$255K 0.09%
3,184
38
$251K 0.09%
2,175
39
$249K 0.09%
+9,392
40
$205K 0.07%
+27,282
41
$204K 0.07%
1,789
-79
1
2