VCP
Vista Capital Partners Portfolio holdings
AUM
$913M
1-Year Return
13.3%
This Quarter Return
+5.37%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$678M
AUM Growth
+$36.2M
(+5.6%)
Cap. Flow
+$4.28M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
91.98%
Holding
88
New
8
Increased
26
Reduced
28
Closed
2
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.12M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.28M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.24M |
| 4 |
Apple
AAPL
|
$955K |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$856K |
Top Sells
| 1 |
Avantis Responsible US Equity ETF
AVSU
|
$1.88M |
| 2 |
Vanguard Value ETF
VTV
|
$1.68M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.09M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
$713K |
| 5 |
Schwab US REIT ETF
SCHH
|
$530K |
Sector Composition
| 1 | Technology | 2.3% |
| 2 | Consumer Discretionary | 1.11% |
| 3 | Healthcare | 0.39% |
| 4 | Industrials | 0.29% |
| 5 | Financials | 0.29% |
