VCP

Vista Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.11M
3
+$114K
4
POR icon
Portland General Electric
POR
+$59.2K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$30.9K

Top Sells

1
+$850K
2
+$777K
3
+$751K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$561K
5
ADI icon
Analog Devices
ADI
+$560K

Sector Composition

1 Technology 1.65%
2 Consumer Discretionary 0.47%
3 Consumer Staples 0.33%
4 Utilities 0.28%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$392K 0.14%
3,140
27
$390K 0.13%
7,335
-10,535
28
$383K 0.13%
3,965
29
$382K 0.13%
11,814
+1,832
30
$327K 0.11%
7,935
31
$311K 0.11%
3,195
32
$279K 0.1%
2,846
-155
33
$266K 0.09%
19,329
-291
34
$261K 0.09%
4,807
35
$260K 0.09%
7,890
-1,071
36
$253K 0.09%
2,175
37
$249K 0.09%
6,075
-1,240
38
$249K 0.09%
9,392
39
$238K 0.08%
3,184
40
$236K 0.08%
31,008
+3,726
41
$221K 0.08%
1,789
1
2