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
$422M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.18M
3
+$2.23M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$2.01M
5
VTV icon
Vanguard Value ETF
VTV
+$1.67M

Top Sells

1
+$2.17M
2
+$663K
3
+$611K
4
AMZN icon
Amazon
AMZN
+$524K
5
DECK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$659K 0.16%
22,925
27
$654K 0.16%
11,447
28
$634K 0.15%
49,096
-1,780
29
$579K 0.14%
10,714
-3,456
30
$575K 0.14%
20,004
-2,994
31
$573K 0.14%
3,443
-55
32
$502K 0.12%
5,066
-271
33
$489K 0.12%
8,718
-1,748
34
$450K 0.11%
18,444
+6,650
35
$408K 0.1%
3,467
-5,192
36
$390K 0.09%
30,320
+5,188
37
$385K 0.09%
5,750
38
$371K 0.09%
4,181
+2,064
39
$358K 0.08%
17,313
-249
40
$303K 0.07%
2,311
+113
41
$286K 0.07%
19,395
-288
42
$281K 0.07%
5,268
-1,683
43
$276K 0.07%
+7,700
44
$251K 0.06%
2,789
-297
45
$227K 0.05%
3,744
46
$210K 0.05%
1,838
-1,047
47
$207K 0.05%
1,090
48
$186K 0.04%
34,526
49
$74K 0.02%
+31,500
50
$36K 0.01%
+21,000
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