VCP
Vista Capital Partners Portfolio holdings
AUM
$913M
1-Year Return
13.3%
This Quarter Return
+7.28%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$551M
AUM Growth
+$37.7M
(+7.3%)
Cap. Flow
+$1.17M
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
94.36%
Holding
66
New
5
Increased
11
Reduced
29
Closed
4
Top Buys
| 1 |
Microsoft
MSFT
|
+$3.38M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$1.31M |
| 3 |
Intel
INTC
|
+$774K |
| 4 |
Starbucks
SBUX
|
+$711K |
| 5 |
Fiserv
FI
|
+$309K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$3.12M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$1.13M |
| 3 |
Portland General Electric
POR
|
+$500K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$321K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$311K |
Sector Composition
| 1 | Technology | 1.56% |
| 2 | Consumer Discretionary | 0.98% |
| 3 | Utilities | 0.25% |
| 4 | Materials | 0.24% |
| 5 | Consumer Staples | 0.23% |
