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
$721M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.7M
3
+$285K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$246K
5
BX icon
Blackstone
BX
+$212K

Top Sells

1
+$3.22M
2
+$1.34M
3
+$1.18M
4
NWN icon
Northwest Natural Holdings
NWN
+$254K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$225K

Sector Composition

1 Technology 2.49%
2 Healthcare 1.12%
3 Consumer Discretionary 1.07%
4 Financials 0.32%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.14%
4,026
27
$1.01M 0.14%
21,641
28
$978K 0.14%
5,906
-41
29
$887K 0.12%
56,197
30
$825K 0.11%
4,406
31
$805K 0.11%
24,071
-1,791
32
$775K 0.11%
2,589
33
$775K 0.11%
19,576
+177
34
$735K 0.1%
14,632
35
$713K 0.1%
32,562
-920
36
$710K 0.1%
31,755
-495
37
$679K 0.09%
2,595
+165
38
$644K 0.09%
6,584
39
$636K 0.09%
9,055
40
$617K 0.09%
25,048
-1,928
41
$588K 0.08%
22,446
-1,026
42
$587K 0.08%
1,590
+1
43
$551K 0.08%
5,038
44
$548K 0.08%
7,377
+22
45
$539K 0.07%
5,410
-69
46
$533K 0.07%
3,281
-91
47
$532K 0.07%
4,395
+35
48
$527K 0.07%
15,277
49
$505K 0.07%
4,000
50
$495K 0.07%
15,000
+1,500
1
2
3 4