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
$614M
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$506K
2
+$470K
3
+$407K
4
ABSI icon
Absci
ABSI
+$311K
5
IBM icon
IBM
IBM
+$301K

Top Sells

1
+$17.3M
2
+$5.79M
3
+$3.26M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$2.85M
5
SBUX icon
Starbucks
SBUX
+$1.83M

Sector Composition

1 Technology 2.08%
2 Consumer Discretionary 1.06%
3 Healthcare 0.36%
4 Utilities 0.35%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$875K 0.14%
4,026
27
$759K 0.12%
3,155
28
$689K 0.11%
6,052
+82
29
$667K 0.11%
3,355
30
$620K 0.1%
8,698
-302
31
$583K 0.09%
9,536
-156
32
$556K 0.09%
35,346
-78
33
$556K 0.09%
3,710
+205
34
$529K 0.09%
3,121
35
$524K 0.09%
5,038
36
$512K 0.08%
5,537
+301
37
$506K 0.08%
+16,027
38
$493K 0.08%
4,150
+456
39
$483K 0.08%
3,367
-550
40
$451K 0.07%
3,775
-103
41
$438K 0.07%
56,197
42
$432K 0.07%
15,482
-1,130
43
$429K 0.07%
22,010
-186
44
$424K 0.07%
2,931
+100
45
$411K 0.07%
15,932
-3,156
46
$407K 0.07%
+3,720
47
$397K 0.06%
19,068
-12
48
$363K 0.06%
3,567
49
$362K 0.06%
1,985
50
$357K 0.06%
4,012
1
2
3 4