VCP

Vista Capital Partners Portfolio holdings

AUM $913M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$3.97M
3
+$1.66M
4
MSFT icon
Microsoft
MSFT
+$1.16M
5
TDOC icon
Teladoc Health
TDOC
+$1.06M

Top Sells

1
+$5.58M
2
+$4.81M
3
+$4.41M
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$381K
5
SHOP icon
Shopify
SHOP
+$251K

Sector Composition

1 Technology 1.66%
2 Consumer Discretionary 1.07%
3 Healthcare 0.35%
4 Financials 0.29%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$878K 0.14%
16,865
27
$825K 0.13%
3,388
28
$811K 0.13%
6,465
+847
29
$751K 0.12%
5,108
-153
30
$741K 0.11%
2,102
-10
31
$718K 0.11%
4,736
32
$654K 0.1%
34,778
-192
33
$630K 0.1%
22,322
-626
34
$609K 0.09%
4,685
-435
35
$586K 0.09%
10,861
-1,945
36
$580K 0.09%
18,960
-220
37
$576K 0.09%
5,308
38
$535K 0.08%
7,961
+1,229
39
$496K 0.08%
19,924
+144
40
$482K 0.07%
2,911
-1,054
41
$476K 0.07%
4,000
+1,000
42
$404K 0.06%
1,265
+175
43
$401K 0.06%
3,980
44
$387K 0.06%
1,955
45
$385K 0.06%
17,706
+822
46
$374K 0.06%
4,931
47
$357K 0.06%
2,346
-106
48
$352K 0.05%
8,937
+42
49
$345K 0.05%
2,029
-110
50
$332K 0.05%
672
1
2
3