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

Top Buys

1
+$974K
2
+$278K
3
+$255K
4
COST icon
Costco
COST
+$224K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$224K

Top Sells

1
+$652K
2
+$380K
3
+$373K
4
MSFT icon
Microsoft
MSFT
+$323K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$277K

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
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