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
$368M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.04M
3
+$547K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$429K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$279K

Top Sells

1
+$1.02M
2
+$563K
3
+$538K
4
ORCL icon
Oracle
ORCL
+$203K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$157K

Sector Composition

1 Technology 0.71%
2 Consumer Discretionary 0.61%
3 Financials 0.44%
4 Consumer Staples 0.33%
5 Utilities 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$519K 0.14%
2,321
+1,100
27
$511K 0.14%
4,875
28
$491K 0.13%
8,215
-431
29
$463K 0.13%
3,340
+50
30
$442K 0.12%
28,772
+1,424
31
$437K 0.12%
4,841
-43
32
$433K 0.12%
3,865
33
$432K 0.12%
20,033
-1,149
34
$392K 0.11%
13,458
+284
35
$389K 0.11%
6,736
-781
36
$321K 0.09%
2,004
+48
37
$321K 0.09%
2,796
-146
38
$318K 0.09%
2,001
+176
39
$309K 0.08%
2,293
+311
40
$292K 0.08%
2,534
+183
41
$286K 0.08%
17,835
+693
42
$279K 0.08%
+3,980
43
$269K 0.07%
+2,376
44
$252K 0.07%
4,261
45
$252K 0.07%
+6,720
46
$246K 0.07%
1,680
47
$219K 0.06%
3,456
-1,351
48
$212K 0.06%
+2,460
49
$201K 0.05%
5,572
+747
50
$186K 0.05%
43,026
+381
1
2
3