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
$337M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$2.77M
3
+$445K
4
NKE icon
Nike
NKE
+$207K
5
VB icon
Vanguard Small-Cap ETF
VB
+$203K

Top Sells

1
+$872K
2
+$614K
3
+$103K
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$93.7K
5
INTC icon
Intel
INTC
+$58.7K

Sector Composition

1 Technology 0.63%
2 Consumer Discretionary 0.49%
3 Utilities 0.38%
4 Consumer Staples 0.34%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$332K 0.1%
2,290
+250
27
$326K 0.1%
11,329
+216
28
$311K 0.09%
5,563
-134
29
$311K 0.09%
6,084
-920
30
$301K 0.09%
2,793
31
$287K 0.09%
4,807
-20
32
$272K 0.08%
12,538
-492
33
$264K 0.08%
1,821
+173
34
$256K 0.08%
1,632
+4
35
$240K 0.07%
4,261
36
$237K 0.07%
1,559
37
$234K 0.07%
15,669
-645
38
$212K 0.06%
1,747
-320
39
$212K 0.06%
5,178
-465
40
$203K 0.06%
4,895
-2,240
41
$200K 0.06%
+3,632
42
$102K 0.03%
11,356
1
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