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
$439M
AUM Growth
-$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.1M
3
+$543K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$507K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$250K

Top Sells

1
+$1.49M
2
+$1.13M
3
+$567K
4
INTC icon
Intel
INTC
+$415K
5
AMGN icon
Amgen
AMGN
+$321K

Sector Composition

1 Technology 0.64%
2 Consumer Discretionary 0.62%
3 Utilities 0.34%
4 Financials 0.3%
5 Energy 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$584K 0.13%
8,784
-2,800
27
$575K 0.13%
33,248
+4,352
28
$569K 0.13%
13,560
-1,584
29
$547K 0.12%
7,855
+153
30
$543K 0.12%
+36,192
31
$516K 0.12%
2,739
+4
32
$514K 0.12%
1,952
-325
33
$494K 0.11%
6,820
+20
34
$464K 0.11%
3,865
35
$453K 0.1%
12,406
+86
36
$423K 0.1%
2,785
-118
37
$342K 0.08%
19,434
+1,914
38
$328K 0.07%
2,533
+798
39
$313K 0.07%
4,191
-106
40
$300K 0.07%
3,980
41
$265K 0.06%
6,625
+254
42
$258K 0.06%
2,012
-215
43
$254K 0.06%
1,732
+5
44
$252K 0.06%
2,207
-96
45
$250K 0.06%
+4,606
46
$242K 0.06%
2,203
+50
47
$239K 0.05%
3,336
-792
48
$237K 0.05%
5,174
49
$224K 0.05%
2,143
-143
50
$222K 0.05%
2,034
-68
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