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
$551M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.31M
3
+$774K
4
SBUX icon
Starbucks
SBUX
+$711K
5
FI icon
Fiserv
FI
+$309K

Top Sells

1
+$3.12M
2
+$1.13M
3
+$500K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$321K
5
BNDX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$714K 0.13%
5,342
-33
27
$708K 0.13%
24,132
-170
28
$700K 0.13%
5,531
-531
29
$645K 0.12%
17,415
-265
30
$616K 0.11%
39,246
-736
31
$594K 0.11%
19,266
-712
32
$590K 0.11%
13,002
+5
33
$577K 0.1%
4,888
34
$538K 0.1%
4,860
-1,615
35
$513K 0.09%
5,665
-85
36
$465K 0.08%
3,255
+450
37
$435K 0.08%
6,173
+110
38
$416K 0.08%
24,352
-480
39
$414K 0.08%
4,050
40
$373K 0.07%
5,308
41
$347K 0.06%
19,953
+408
42
$344K 0.06%
7,700
43
$343K 0.06%
2,059
44
$322K 0.06%
5,064
45
$309K 0.06%
+3,000
46
$308K 0.06%
1,955
47
$303K 0.06%
1,090
48
$300K 0.05%
9,232
-369
49
$300K 0.05%
11,227
-448
50
$288K 0.05%
1,933
-358
1
2
3