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
$486M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$1.43M
3
+$944K
4
HFWA icon
Heritage Financial
HFWA
+$879K
5
AMZN icon
Amazon
AMZN
+$833K

Top Sells

1
+$4.65M
2
+$1.16M
3
+$880K
4
VTV icon
Vanguard Value ETF
VTV
+$606K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$600K

Sector Composition

1 Consumer Discretionary 0.73%
2 Materials 0.65%
3 Utilities 0.6%
4 Technology 0.51%
5 Financials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$697K 0.14%
14,688
+508
27
$686K 0.14%
4,116
28
$684K 0.14%
5,802
-43
29
$614K 0.13%
7,296
-80
30
$609K 0.13%
2,519
+4
31
$554K 0.11%
5,983
32
$508K 0.1%
7,844
-11
33
$505K 0.1%
28,924
+932
34
$467K 0.1%
17,976
-1,099
35
$449K 0.09%
1,592
-75
36
$441K 0.09%
2,885
37
$439K 0.09%
13,628
+1,467
38
$375K 0.08%
2,918
+140
39
$357K 0.07%
19,593
+756
40
$301K 0.06%
3,730
-1,293
41
$296K 0.06%
2,409
+5
42
$293K 0.06%
3,980
43
$276K 0.06%
1,981
+1
44
$255K 0.05%
6,499
+254
45
$237K 0.05%
3,080
46
$233K 0.05%
4,665
+1
47
$231K 0.05%
+1,714
48
$229K 0.05%
2,058
49
$226K 0.05%
+4,192
50
$226K 0.05%
2,237
1
2
3