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
$772M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$4.49M
3
+$2.85M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2M
5
AAPL icon
Apple
AAPL
+$1.87M

Top Sells

1
+$869K
2
+$666K
3
+$596K
4
WEC icon
WEC Energy
WEC
+$567K
5
VTV icon
Vanguard Value ETF
VTV
+$537K

Sector Composition

1 Technology 1.97%
2 Consumer Discretionary 1.38%
3 Utilities 0.34%
4 Financials 0.33%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.14%
4,026
27
$911K 0.12%
5,138
+3,878
28
$897K 0.12%
3,355
29
$788K 0.1%
3,155
30
$744K 0.1%
5,970
-488
31
$702K 0.09%
+56,197
32
$653K 0.08%
+9,000
33
$650K 0.08%
35,424
+2,670
34
$649K 0.08%
5,038
35
$641K 0.08%
3,121
-836
36
$635K 0.08%
3,917
-185
37
$617K 0.08%
3,505
+303
38
$610K 0.08%
9,692
+630
39
$565K 0.07%
5,236
40
$549K 0.07%
11,779
41
$526K 0.07%
22,196
+4,940
42
$522K 0.07%
3,832
+1,260
43
$522K 0.07%
1,452
-189
44
$508K 0.07%
19,088
+562
45
$504K 0.07%
16,612
+542
46
$473K 0.06%
3,878
-865
47
$473K 0.06%
3,694
-117
48
$461K 0.06%
+2,831
49
$454K 0.06%
19,080
+1,509
50
$426K 0.06%
1,985
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2
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