VCP

Vista Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$641M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.53M
3
+$3.53M
4
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$2.88M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.03M

Top Sells

1
+$2.37M
2
+$1.31M
3
+$567K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$559K
5
VB icon
Vanguard Small-Cap ETF
VB
+$505K

Sector Composition

1 Technology 1.84%
2 Consumer Discretionary 1.01%
3 Healthcare 0.44%
4 Financials 0.35%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$818K 0.13%
3,346
-2
27
$812K 0.13%
2,633
-522
28
$779K 0.12%
9,182
-1,990
29
$753K 0.12%
+19,238
30
$724K 0.11%
+14,632
31
$720K 0.11%
32,697
+10,719
32
$714K 0.11%
8,500
+120
33
$686K 0.11%
27,860
+16,082
34
$684K 0.11%
25,862
-2,473
35
$680K 0.11%
33,554
+12,898
36
$629K 0.1%
24,280
+9,934
37
$616K 0.1%
8,625
38
$612K 0.1%
56,197
39
$544K 0.08%
3,121
40
$543K 0.08%
5,038
41
$524K 0.08%
5,537
42
$512K 0.08%
3,372
+5
43
$511K 0.08%
15,277
44
$496K 0.08%
2,764
-16
45
$445K 0.07%
23,276
-3,158
46
$444K 0.07%
3,312
+801
47
$411K 0.06%
3,573
-186
48
$409K 0.06%
3,268
-531
49
$404K 0.06%
4,000
50
$370K 0.06%
3,416
-151
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