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
$534M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$467K
3
+$376K
4
TSLA icon
Tesla
TSLA
+$372K
5
V icon
Visa
V
+$218K

Top Sells

1
+$2.31M
2
+$1.53M
3
+$1.36M
4
VB icon
Vanguard Small-Cap ETF
VB
+$518K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$477K

Sector Composition

1 Consumer Discretionary 0.92%
2 Utilities 0.59%
3 Technology 0.56%
4 Financials 0.38%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$876K 0.16%
6,971
+124
27
$855K 0.16%
50,876
-22,028
28
$848K 0.16%
14,170
-677
29
$844K 0.16%
3,595
30
$832K 0.16%
11,447
31
$734K 0.14%
3,498
-182
32
$728K 0.14%
5,337
-450
33
$722K 0.14%
2,459
-99
34
$663K 0.12%
12,348
35
$651K 0.12%
22,998
-1,042
36
$572K 0.11%
5,750
37
$482K 0.09%
6,951
-145
38
$480K 0.09%
17,562
-1,469
39
$478K 0.09%
2,885
-403
40
$475K 0.09%
25,132
-2,224
41
$467K 0.09%
+16,602
42
$430K 0.08%
3,086
-582
43
$408K 0.08%
11,794
-318
44
$394K 0.07%
19,683
-981
45
$372K 0.07%
+13,350
46
$367K 0.07%
3,051
-247
47
$320K 0.06%
2,198
-168
48
$319K 0.06%
3,980
49
$302K 0.06%
4,328
-38
50
$290K 0.05%
2,117
-735
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