VCP

Vista Capital Partners Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.1M
3
+$877K
4
VB icon
Vanguard Small-Cap ETF
VB
+$798K
5
SPWR
SunPower Corporation Common Stock
SPWR
+$471K

Top Sells

1
+$346K
2
+$120K
3
+$60K
4
INTC icon
Intel
INTC
+$44.8K
5
ORCL icon
Oracle
ORCL
+$33.3K

Sector Composition

1 Technology 1.92%
2 Consumer Discretionary 0.48%
3 Consumer Staples 0.34%
4 Utilities 0.27%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$397K 0.13%
7,335
27
$397K 0.13%
3,140
28
$391K 0.13%
3,865
-100
29
$368K 0.12%
3,659
-595
30
$351K 0.11%
7,935
31
$306K 0.1%
2,981
-214
32
$288K 0.09%
3,184
33
$287K 0.09%
2,847
+1
34
$281K 0.09%
4,807
35
$279K 0.09%
19,569
+240
36
$267K 0.09%
7,789
-101
37
$259K 0.08%
32,604
+1,596
38
$258K 0.08%
2,175
39
$251K 0.08%
9,392
40
$213K 0.07%
5,265
-810
41
$212K 0.07%
1,789
1
2