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
$302M
AUM Growth
-$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$234K
3
+$217K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$212K
5
XOM icon
Exxon Mobil
XOM
+$75.7K

Top Sells

1
+$2.27M
2
+$2.1M
3
+$1.21M
4
INTC icon
Intel
INTC
+$1.17M
5
MCD icon
McDonald's
MCD
+$287K

Sector Composition

1 Technology 1.53%
2 Consumer Discretionary 0.38%
3 Consumer Staples 0.36%
4 Utilities 0.25%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$379K 0.13%
11,814
27
$363K 0.12%
7,335
28
$362K 0.12%
8,557
-706
29
$357K 0.12%
5,563
-1,720
30
$329K 0.11%
7,935
31
$293K 0.1%
2,981
32
$291K 0.1%
3,184
33
$279K 0.09%
19,626
+57
34
$258K 0.09%
8,219
+430
35
$258K 0.09%
9,694
+302
36
$251K 0.08%
1,789
37
$249K 0.08%
4,807
38
$234K 0.08%
+2,198
39
$234K 0.08%
6,113
+848
40
$217K 0.07%
+2,179
41
$213K 0.07%
26,892
-5,712
42
– –
-2,175
43
– –
-2,847
1
2