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
$514M
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$4.16M
3
+$428K
4
SHOP icon
Shopify
SHOP
+$384K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$321K

Top Sells

1
+$4.3M
2
+$2.91M
3
+$1.47M
4
VTV icon
Vanguard Value ETF
VTV
+$593K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$472K

Sector Composition

1 Consumer Discretionary 0.73%
2 Technology 0.7%
3 Utilities 0.43%
4 Consumer Staples 0.23%
5 Materials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$714K 0.14%
24,302
-1,918
27
$708K 0.14%
2,335
+1
28
$692K 0.13%
6,475
+2,294
29
$691K 0.13%
11,554
+840
30
$629K 0.12%
17,680
-5,245
31
$620K 0.12%
3,443
32
$600K 0.12%
19,978
-26
33
$595K 0.12%
39,982
-9,114
34
$550K 0.11%
4,888
-178
35
$502K 0.1%
5,750
36
$428K 0.08%
+6,063
37
$406K 0.08%
24,832
-5,488
38
$384K 0.07%
+4,050
39
$362K 0.07%
5,308
-3,410
40
$326K 0.06%
19,545
+150
41
$325K 0.06%
7,700
42
$322K 0.06%
2,291
-20
43
$321K 0.06%
+6,741
44
$311K 0.06%
+5,395
45
$308K 0.06%
5,064
-204
46
$284K 0.06%
9,601
-8,843
47
$284K 0.06%
11,675
-5,638
48
$270K 0.05%
1,090
49
$263K 0.05%
1,839
+1
50
$250K 0.05%
2,663
-126
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