VCP

Vista Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$372K
3
+$96.9K
4
POR icon
Portland General Electric
POR
+$85.5K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$38.5K

Top Sells

1
+$455K
2
+$421K
3
+$324K
4
VT icon
Vanguard Total World Stock ETF
VT
+$295K
5
NKE icon
Nike
NKE
+$270K

Sector Composition

1 Technology 0.75%
2 Consumer Discretionary 0.47%
3 Consumer Staples 0.35%
4 Utilities 0.34%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$324K 0.1%
24,888
-2,008
27
$322K 0.1%
11,113
-407
28
$318K 0.1%
5,697
-1,822
29
$296K 0.09%
7,135
30
$295K 0.09%
2,793
31
$284K 0.09%
4,827
+20
32
$270K 0.08%
13,030
-776
33
$261K 0.08%
2,040
-1,118
34
$257K 0.08%
1,628
+4
35
$239K 0.07%
1,648
+4
36
$239K 0.07%
4,261
37
$235K 0.07%
16,314
-642
38
$234K 0.07%
1,559
39
$231K 0.07%
5,643
40
$224K 0.07%
2,067
-335
41
$103K 0.03%
11,356
-11,355
42
– –
-5,000
43
– –
-5,119
44
– –
-4,317
45
– –
-3,430
1
2