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
$397M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.49M
3
+$203K
4
COST icon
Costco
COST
+$32.4K
5
POR icon
Portland General Electric
POR
+$24.3K

Top Sells

1
+$805K
2
+$627K
3
+$207K
4
VB icon
Vanguard Small-Cap ETF
VB
+$168K
5
AAPL icon
Apple
AAPL
+$100K

Sector Composition

1 Technology 0.71%
2 Consumer Discretionary 0.61%
3 Utilities 0.36%
4 Financials 0.18%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$473K 0.12%
2,790
-130
27
$469K 0.12%
13,020
-2,780
28
$450K 0.11%
3,865
29
$428K 0.11%
26,768
-2,828
30
$424K 0.11%
20,578
+826
31
$423K 0.11%
2,647
+203
32
$417K 0.11%
6,396
-680
33
$398K 0.1%
11,831
-365
34
$325K 0.08%
6,720
35
$323K 0.08%
2,293
36
$306K 0.08%
3,792
-197
37
$278K 0.07%
3,980
38
$276K 0.07%
16,518
-1,176
39
$274K 0.07%
1,590
-5
40
$274K 0.07%
2,071
-202
41
$267K 0.07%
2,414
-118
42
$262K 0.07%
10,875
43
$261K 0.07%
42,645
-381
44
$251K 0.06%
1,708
-126
45
$247K 0.06%
4,923
46
$242K 0.06%
2,316
+4
47
$233K 0.06%
2,550
48
$221K 0.06%
2,102
-550
49
$219K 0.06%
3,347
50
$203K 0.05%
+5,333
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