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
$696M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$1.2M
3
+$927K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$877K
5
ABNB icon
Airbnb
ABNB
+$671K

Top Sells

1
+$1.75M
2
+$468K
3
+$230K
4
VB icon
Vanguard Small-Cap ETF
VB
+$224K
5
BAC icon
Bank of America
BAC
+$200K

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 1.17%
3 Utilities 0.38%
4 Financials 0.3%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$979K 0.14%
17,378
+48
27
$883K 0.13%
3,348
28
$866K 0.12%
3,957
+2,646
29
$830K 0.12%
6,501
+42
30
$808K 0.12%
3,155
-100
31
$737K 0.11%
5,810
32
$727K 0.1%
5,038
33
$671K 0.1%
+4,000
34
$640K 0.09%
33,072
-1,636
35
$630K 0.09%
4,102
36
$617K 0.09%
4,743
-7
37
$609K 0.09%
9,864
+6,764
38
$593K 0.09%
8,786
+503
39
$582K 0.08%
20,526
-1,802
40
$572K 0.08%
5,236
41
$567K 0.08%
3,350
+277
42
$526K 0.08%
16,796
-1,678
43
$523K 0.08%
11,779
44
$492K 0.07%
10,690
+4
45
$452K 0.06%
1,976
46
$445K 0.06%
17,796
-1,780
47
$435K 0.06%
4,007
48
$435K 0.06%
672
49
$424K 0.06%
1,248
+338
50
$420K 0.06%
3,577
1
2
3 4