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
$317M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$951K
2
+$272K
3
+$248K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$215K
5
COST icon
Costco
COST
+$215K

Top Sells

1
+$72.5M
2
+$637K
3
+$380K
4
VTV icon
Vanguard Value ETF
VTV
+$365K
5
MSFT icon
Microsoft
MSFT
+$327K

Sector Composition

1 Technology 1.19%
2 Consumer Staples 0.42%
3 Consumer Discretionary 0.38%
4 Utilities 0.28%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$404K 0.13%
3,865
27
$399K 0.13%
4,321
-143
28
$338K 0.11%
5,563
29
$336K 0.11%
7,237
-6,959
30
$330K 0.1%
7,935
31
$327K 0.1%
2,943
-38
32
$303K 0.1%
3,184
33
$282K 0.09%
9,759
+1,540
34
$281K 0.09%
19,110
-516
35
$279K 0.09%
1,818
-912
36
$278K 0.09%
+1,346
37
$275K 0.09%
6,113
38
$268K 0.08%
10,544
+850
39
$256K 0.08%
1,605
-184
40
$255K 0.08%
4,870
+63
41
$231K 0.07%
2,179
42
$230K 0.07%
2,202
+4
43
$224K 0.07%
+1,580
44
$224K 0.07%
+11,480
1
2