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
$678M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.28M
3
+$1.24M
4
AAPL icon
Apple
AAPL
+$955K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$856K

Top Sells

1
+$1.88M
2
+$1.68M
3
+$1.09M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$713K
5
SCHH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$948K 0.14%
4,026
27
$922K 0.14%
5,947
+41
28
$845K 0.12%
25,862
29
$842K 0.12%
8,150
-350
30
$786K 0.12%
4,406
+1,285
31
$780K 0.12%
19,399
+161
32
$744K 0.11%
2,589
-44
33
$741K 0.11%
14,632
34
$733K 0.11%
56,197
35
$705K 0.1%
32,250
-447
36
$702K 0.1%
33,482
-72
37
$680K 0.1%
26,976
-884
38
$630K 0.09%
9,055
+430
39
$629K 0.09%
23,472
-808
40
$596K 0.09%
6,584
-2,598
41
$535K 0.08%
+7,355
42
$530K 0.08%
5,479
-58
43
$527K 0.08%
5,038
44
$519K 0.08%
3,372
45
$511K 0.08%
15,277
46
$510K 0.08%
1,589
+470
47
$504K 0.07%
2,430
48
$498K 0.07%
3,050
+286
49
$453K 0.07%
4,360
+980
50
$452K 0.07%
4,000
1
2
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