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
$504M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$477K
2
+$363K
3
+$290K
4
BA icon
Boeing
BA
+$280K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$270K

Top Sells

1
+$4.23M
2
+$1.52M
3
+$938K
4
HFWA icon
Heritage Financial
HFWA
+$819K
5
VTV icon
Vanguard Value ETF
VTV
+$675K

Sector Composition

1 Consumer Discretionary 0.82%
2 Materials 0.66%
3 Utilities 0.63%
4 Technology 0.53%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$798K 0.16%
3,595
-110
27
$796K 0.16%
3,680
+112
28
$768K 0.15%
11,447
29
$765K 0.15%
14,847
-813
30
$752K 0.15%
13,424
-1,152
31
$742K 0.15%
5,787
32
$737K 0.15%
2,558
+35
33
$720K 0.14%
12,284
-172
34
$715K 0.14%
4,116
35
$682K 0.14%
24,040
-1,336
36
$605K 0.12%
12,348
37
$507K 0.1%
5,750
-233
38
$498K 0.1%
3,288
+402
39
$478K 0.09%
19,031
-429
40
$477K 0.09%
+2,900
41
$477K 0.09%
27,356
-2,436
42
$463K 0.09%
7,096
43
$432K 0.09%
3,668
+1,431
44
$391K 0.08%
3,298
+571
45
$391K 0.08%
20,664
-1,098
46
$385K 0.08%
12,112
-18
47
$368K 0.07%
2,852
+791
48
$336K 0.07%
6,000
+1,808
49
$308K 0.06%
4,366
+748
50
$306K 0.06%
2,366
+281
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