VCP
Vista Capital Partners Portfolio holdings
AUM $913M
1-Year Return
13.3%
This Quarter Return
-22.33%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$422M
AUM Growth
-$112M
(-21%)
Cap. Flow
+$6.09M
Cap. Flow
% of AUM
1.45%
Top 10 Holdings %
Top 10 Hldgs %
94.75%
Holding
67
New
3
Increased
13
Reduced
25
Closed
17
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
+$4.49M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$4.18M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$2.23M |
| 4 |
Schwab US REIT ETF
SCHH
|
+$2.01M |
| 5 |
Vanguard Value ETF
VTV
|
+$1.67M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$2.17M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$663K |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$611K |
| 4 |
Amazon
AMZN
|
+$524K |
| 5 |
Deckers Outdoor
DECK
|
+$467K |
Sector Composition
| 1 | Utilities | 0.66% |
| 2 | Consumer Discretionary | 0.65% |
| 3 | Technology | 0.57% |
| 4 | Financials | 0.27% |
| 5 | Materials | 0.21% |
