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
$487M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.65M
3
+$1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$332K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$280K

Top Sells

1
+$2.12M
2
+$1.64M
3
+$1.15M
4
JCTC
Jewett-Cameron Trading
JCTC
+$399K
5
AMGN icon
Amgen
AMGN
+$208K

Sector Composition

1 Materials 0.77%
2 Technology 0.68%
3 Consumer Discretionary 0.48%
4 Financials 0.34%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$714K 0.15%
12,706
+622
27
$709K 0.15%
4,116
28
$673K 0.14%
6,720
29
$645K 0.13%
2,746
+4
30
$645K 0.13%
6,066
31
$625K 0.13%
7,376
+326
32
$602K 0.12%
31,612
-732
33
$598K 0.12%
7,035
+2,705
34
$535K 0.11%
20,806
+400
35
$534K 0.11%
7,855
36
$506K 0.1%
1,742
-188
37
$503K 0.1%
2,987
+203
38
$437K 0.09%
12,262
-124
39
$385K 0.08%
2,766
+215
40
$349K 0.07%
18,660
-804
41
$332K 0.07%
3,980
42
$293K 0.06%
2,119
+104
43
$280K 0.06%
+4,366
44
$277K 0.06%
+5,032
45
$272K 0.06%
2,409
46
$269K 0.06%
3,080
47
$252K 0.05%
1,744
+7
48
$250K 0.05%
2,143
49
$247K 0.05%
3,327
50
$240K 0.05%
4,609
1
2
3