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
$691M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.11M
3
+$927K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$635K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$528K

Top Sells

1
+$2.88M
2
+$2.25M
3
+$1.96M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$1.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$563K

Sector Composition

1 Technology 1.68%
2 Consumer Discretionary 1.02%
3 Utilities 0.39%
4 Financials 0.31%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$906K 0.13%
16,865
27
$870K 0.13%
3,348
-40
28
$843K 0.12%
2,131
+29
29
$827K 0.12%
6,459
-6
30
$769K 0.11%
5,038
-70
31
$751K 0.11%
4,736
32
$685K 0.1%
34,708
-70
33
$635K 0.09%
22,328
+6
34
$635K 0.09%
+4,102
35
$620K 0.09%
4,750
+65
36
$592K 0.09%
5,236
-72
37
$577K 0.08%
18,474
-486
38
$562K 0.08%
8,283
+322
39
$561K 0.08%
10,686
-175
40
$534K 0.08%
3,073
+162
41
$528K 0.08%
+11,779
42
$510K 0.07%
19,576
-348
43
$478K 0.07%
1,976
+21
44
$444K 0.06%
19,470
+1,764
45
$437K 0.06%
+3,577
46
$428K 0.06%
4,007
+7
47
$422K 0.06%
2,029
48
$420K 0.06%
3,980
49
$415K 0.06%
1,171
-94
50
$389K 0.06%
4,931
1
2
3