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
$586M
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$1.96M
3
+$567K
4
FNA
Paragon 28, Inc.
FNA
+$471K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$446K

Top Sells

1
+$1.23M
2
+$947K
3
+$244K
4
J icon
Jacobs Solutions
J
+$227K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$217K

Sector Composition

1 Technology 2.03%
2 Consumer Discretionary 1.16%
3 Healthcare 0.46%
4 Financials 0.31%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$734K 0.13%
3,155
27
$730K 0.12%
28,335
-1,204
28
$678K 0.12%
3,348
-7
29
$607K 0.1%
5,787
-265
30
$587K 0.1%
8,625
-73
31
$567K 0.1%
+25,617
32
$559K 0.1%
9,589
+53
33
$554K 0.09%
3,861
+151
34
$521K 0.09%
5,038
35
$515K 0.09%
3,121
36
$483K 0.08%
5,537
37
$471K 0.08%
+26,434
38
$455K 0.08%
3,367
39
$452K 0.08%
15,277
-750
40
$430K 0.07%
3,759
-16
41
$429K 0.07%
21,978
+2,910
42
$424K 0.07%
3,799
-351
43
$399K 0.07%
2,780
-151
44
$390K 0.07%
20,656
-1,354
45
$385K 0.07%
27,356
-7,990
46
$376K 0.06%
1,419
-63
47
$374K 0.06%
4,000
-12
48
$372K 0.06%
14,346
-1,136
49
$344K 0.06%
3,580
-140
50
$338K 0.06%
3,567
1
2
3 4