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
$318M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$593K
3
+$351K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$255K
5
JPM icon
JPMorgan Chase
JPM
+$232K

Top Sells

1
+$1.82M
2
+$1.74M
3
+$738K
4
ADI icon
Analog Devices
ADI
+$462K
5
AAPL icon
Apple
AAPL
+$221K

Sector Composition

1 Technology 0.94%
2 Consumer Discretionary 0.48%
3 Consumer Staples 0.42%
4 Utilities 0.23%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$351K 0.11%
+5,708
27
$351K 0.11%
4,219
-108
28
$321K 0.1%
7,274
-1,633
29
$320K 0.1%
11,927
-813
30
$318K 0.1%
10,174
+31
31
$311K 0.1%
4,807
32
$307K 0.1%
7,335
-600
33
$301K 0.09%
2,285
-899
34
$285K 0.09%
2,943
-172
35
$273K 0.09%
6,481
-2,996
36
$269K 0.08%
1,729
-92
37
$267K 0.08%
14,678
+2,472
38
$259K 0.08%
18,036
+1,890
39
$255K 0.08%
+4,285
40
$246K 0.08%
1,605
-113
41
$246K 0.08%
6,113
42
$244K 0.08%
2,504
+149
43
$232K 0.07%
+3,430
44
$218K 0.07%
1,617
+4
45
– –
-7,112
46
– –
-7,335
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