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
$503M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$910K
3
+$839K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$763K
5
SYK icon
Stryker
SYK
+$734K

Top Sells

1
+$2.06M
2
+$1.77M
3
+$660K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$280K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$233K

Sector Composition

1 Materials 0.76%
2 Consumer Discretionary 0.73%
3 Utilities 0.6%
4 Technology 0.49%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$765K 0.15%
5,713
-89
27
$763K 0.15%
+11,447
28
$750K 0.15%
15,660
-739
29
$736K 0.15%
5,787
-210
30
$735K 0.15%
12,456
-1,816
31
$734K 0.15%
+3,568
32
$721K 0.14%
14,576
-112
33
$714K 0.14%
25,376
-1,578
34
$709K 0.14%
4,116
35
$680K 0.14%
8,102
+806
36
$667K 0.13%
2,523
+4
37
$635K 0.13%
+12,348
38
$558K 0.11%
5,983
39
$532K 0.11%
29,792
+868
40
$511K 0.1%
19,460
+1,484
41
$466K 0.09%
7,096
-748
42
$449K 0.09%
2,886
+1
43
$407K 0.08%
21,762
+2,169
44
$396K 0.08%
12,130
-1,498
45
$339K 0.07%
2,727
+318
46
$296K 0.06%
3,980
47
$290K 0.06%
2,085
+104
48
$277K 0.06%
3,618
-112
49
$269K 0.05%
2,061
-857
50
$250K 0.05%
2,237
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