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
$603M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$904K
2
+$865K
3
+$432K
4
SIVB
SVB Financial Group
SIVB
+$261K
5
CL icon
Colgate-Palmolive
CL
+$212K

Top Sells

1
+$10.9M
2
+$7.75M
3
+$4.54M
4
VTV icon
Vanguard Value ETF
VTV
+$1.22M
5
TSLA icon
Tesla
TSLA
+$465K

Sector Composition

1 Technology 1.52%
2 Consumer Discretionary 1.09%
3 Financials 0.27%
4 Healthcare 0.26%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$775K 0.13%
16,865
-550
27
$717K 0.12%
5,618
+87
28
$681K 0.11%
5,120
-222
29
$668K 0.11%
22,948
-1,184
30
$648K 0.11%
4,736
-152
31
$630K 0.1%
34,970
-4,276
32
$624K 0.1%
5,261
-404
33
$595K 0.1%
19,180
-86
34
$589K 0.1%
12,806
-196
35
$564K 0.09%
3,965
-895
36
$488K 0.08%
5,308
37
$467K 0.08%
6,732
+559
38
$440K 0.07%
19,780
-4,572
39
$432K 0.07%
+34,304
40
$381K 0.06%
7,700
41
$360K 0.06%
2,139
+80
42
$360K 0.06%
4,931
-133
43
$345K 0.06%
1,955
44
$342K 0.06%
1,090
45
$342K 0.06%
3,000
46
$335K 0.06%
16,884
-3,069
47
$335K 0.06%
8,895
-337
48
$324K 0.05%
3,980
49
$312K 0.05%
2,452
-206
50
$306K 0.05%
9,975
-1,252
1
2
3