VCP
Vista Capital Partners Portfolio holdings
AUM
$913M
1-Year Return
13.3%
This Quarter Return
+6.37%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$721M
AUM Growth
+$43.1M
(+6.4%)
Cap. Flow
+$1.19M
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
91.51%
Holding
91
New
5
Increased
21
Reduced
32
Closed
2
Top Buys
| 1 |
Stryker
SYK
|
$4.87M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.7M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$285K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$246K |
| 5 |
Blackstone
BX
|
$212K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.22M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.34M |
| 3 |
Vanguard Value ETF
VTV
|
$1.18M |
| 4 |
Northwest Natural Holdings
NWN
|
$254K |
| 5 |
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% |
