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
$461M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.27M
3
+$1.48M
4
INTC icon
Intel
INTC
+$752K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$273K

Top Sells

1
+$1.33M
2
+$1.32M
3
+$941K
4
DECK icon
Deckers Outdoor
DECK
+$543K
5
MSFT icon
Microsoft
MSFT
+$299K

Sector Composition

1 Materials 0.8%
2 Technology 0.68%
3 Consumer Discretionary 0.44%
4 Utilities 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$640K 0.14%
6,066
-114
27
$624K 0.14%
6,329
-3,033
28
$594K 0.13%
32,344
-904
29
$573K 0.12%
2,742
+3
30
$571K 0.12%
6,720
-100
31
$561K 0.12%
7,050
-1,734
32
$528K 0.11%
20,406
-53
33
$526K 0.11%
7,855
34
$523K 0.11%
1,930
-22
35
$456K 0.1%
2,784
-1
36
$446K 0.1%
12,386
-20
37
$358K 0.08%
4,330
+139
38
$346K 0.08%
2,551
+18
39
$344K 0.07%
19,464
+30
40
$324K 0.07%
3,980
41
$308K 0.07%
2,439
+232
42
$257K 0.06%
+3,080
43
$251K 0.05%
2,409
+206
44
$244K 0.05%
2,015
+3
45
$238K 0.05%
4,609
+3
46
$237K 0.05%
6,060
-565
47
$236K 0.05%
3,327
-9
48
$232K 0.05%
1,737
+5
49
$227K 0.05%
2,143
50
$224K 0.05%
2,034
1
2
3