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
$441M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.62M
3
+$515K
4
VB icon
Vanguard Small-Cap ETF
VB
+$137K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$93.1K

Top Sells

1
+$888K
2
+$423K
3
+$102K
4
NKE icon
Nike
NKE
+$50.9K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$50.7K

Sector Composition

1 Technology 0.7%
2 Consumer Discretionary 0.55%
3 Utilities 0.32%
4 Financials 0.29%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$601K 0.14%
6,280
27
$550K 0.12%
19,668
-18
28
$542K 0.12%
7,702
+1,306
29
$509K 0.12%
2,735
+83
30
$504K 0.11%
28,896
+2,136
31
$487K 0.11%
23,382
+2,568
32
$481K 0.11%
3,865
33
$451K 0.1%
12,320
-180
34
$443K 0.1%
2,903
+610
35
$398K 0.09%
6,800
+80
36
$359K 0.08%
4,297
+289
37
$321K 0.07%
1,847
38
$319K 0.07%
17,520
+714
39
$306K 0.07%
3,980
40
$295K 0.07%
2,227
+152
41
$288K 0.07%
2,303
+52
42
$272K 0.06%
2,286
-128
43
$258K 0.06%
6,371
+422
44
$253K 0.06%
1,727
+14
45
$245K 0.06%
5,174
+251
46
$240K 0.05%
4,128
+331
47
$240K 0.05%
2,102
48
$230K 0.05%
1,735
+18
49
$230K 0.05%
2,153
-397
50
$226K 0.05%
10,875
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