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
$355M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$656K
3
+$527K
4
NKE icon
Nike
NKE
+$453K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$339K

Top Sells

1
+$821K
2
+$684K
3
+$400K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$69.6K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$19.9K

Sector Composition

1 Technology 0.82%
2 Consumer Discretionary 0.59%
3 Consumer Staples 0.35%
4 Utilities 0.34%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$475K 0.13%
3,290
+1,000
27
$444K 0.13%
7,517
+1,954
28
$426K 0.12%
4,884
+814
29
$408K 0.12%
3,865
30
$407K 0.11%
13,174
+1,845
31
$393K 0.11%
27,348
+2,688
32
$337K 0.1%
+1,551
33
$322K 0.09%
2,942
+149
34
$314K 0.09%
4,807
35
$298K 0.08%
1,956
+324
36
$280K 0.08%
1,680
+121
37
$278K 0.08%
2,351
+604
38
$277K 0.08%
1,825
+4
39
$272K 0.08%
12,752
+214
40
$264K 0.07%
+1,221
41
$260K 0.07%
17,142
+1,473
42
$252K 0.07%
4,261
43
$249K 0.07%
42,645
44
$246K 0.07%
+1,982
45
$203K 0.06%
5,178
46
$201K 0.06%
4,825
-70
47
$134K 0.04%
11,356
1
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