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
$385M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$2.2M
3
+$276K
4
ORCL icon
Oracle
ORCL
+$220K
5
TSLA icon
Tesla
TSLA
+$202K

Top Sells

1
+$2.8M
2
+$1.28M
3
+$1.16M
4
PEP icon
PepsiCo
PEP
+$891K
5
SIVB
SVB Financial Group
SIVB
+$804K

Sector Composition

1 Technology 0.75%
2 Consumer Discretionary 0.63%
3 Utilities 0.35%
4 Financials 0.24%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$489K 0.13%
20,391
+358
27
$487K 0.13%
2,920
-420
28
$466K 0.12%
29,596
+824
29
$444K 0.12%
3,865
30
$441K 0.11%
7,076
+340
31
$410K 0.11%
2,444
+440
32
$403K 0.1%
19,752
-13,902
33
$382K 0.1%
12,196
-1,262
34
$327K 0.08%
3,989
-852
35
$315K 0.08%
2,293
36
$305K 0.08%
1,834
-167
37
$298K 0.08%
6,720
38
$293K 0.08%
17,694
-141
39
$283K 0.07%
2,273
-261
40
$276K 0.07%
3,980
41
$276K 0.07%
+2,652
42
$272K 0.07%
2,532
-264
43
$262K 0.07%
1,595
-85
44
$248K 0.06%
2,312
-64
45
$224K 0.06%
2,550
+90
46
$220K 0.06%
+4,923
47
$212K 0.06%
3,347
-914
48
$207K 0.05%
1,110
-4,312
49
$202K 0.05%
+10,875
50
$172K 0.04%
43,026
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