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
$669M
AUM Growth
-$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$255K
3
+$238K
4
VT icon
Vanguard Total World Stock ETF
VT
+$66.3K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$65K

Top Sells

1
+$5.22M
2
+$2.68M
3
+$2.48M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.53M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M

Sector Composition

1 Technology 2.33%
2 Healthcare 1.02%
3 Consumer Discretionary 1.01%
4 Financials 0.35%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$987K 0.15%
4,026
27
$876K 0.13%
21,641
28
$855K 0.13%
5,490
-416
29
$812K 0.12%
22,848
-1,223
30
$734K 0.11%
2,589
31
$681K 0.1%
31,692
-63
32
$669K 0.1%
32,318
-244
33
$659K 0.1%
2,633
+38
34
$617K 0.09%
56,197
35
$571K 0.09%
1,594
+4
36
$558K 0.08%
8,625
-430
37
$552K 0.08%
3,121
-1,285
38
$534K 0.08%
7,377
39
$520K 0.08%
15,277
40
$515K 0.08%
5,461
+51
41
$514K 0.08%
3,895
-500
42
$504K 0.08%
5,038
43
$469K 0.07%
2,781
-274
44
$452K 0.07%
4,000
45
$445K 0.07%
16,000
+1,000
46
$440K 0.07%
3,035
-100
47
$415K 0.06%
2,669
-612
48
$412K 0.06%
4,369
-2,215
49
$382K 0.06%
3,376
+17
50
$373K 0.06%
4,003
+711
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2
3 4