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
$750M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.34M
3
+$809K
4
LLY icon
Eli Lilly
LLY
+$589K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$331K

Top Sells

1
+$3.78M
2
+$2.87M
3
+$2.11M
4
VB icon
Vanguard Small-Cap ETF
VB
+$929K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$346K

Sector Composition

1 Technology 2.78%
2 Healthcare 1.19%
3 Consumer Discretionary 0.99%
4 Financials 0.39%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.15%
7,090
+1,600
27
$1.1M 0.15%
4,026
28
$1.1M 0.15%
21,848
-1,000
29
$938K 0.13%
21,641
30
$778K 0.1%
11,102
+2,477
31
$736K 0.1%
31,178
-1,140
32
$710K 0.09%
5,035
+1,140
33
$709K 0.09%
2,589
34
$698K 0.09%
29,865
-1,827
35
$663K 0.09%
1,618
+24
36
$657K 0.09%
3,861
+826
37
$626K 0.08%
3,121
38
$616K 0.08%
56,197
39
$589K 0.08%
+1,011
40
$585K 0.08%
5,038
41
$576K 0.08%
2,319
-314
42
$576K 0.08%
7,377
43
$569K 0.08%
15,277
44
$558K 0.07%
5,153
-308
45
$531K 0.07%
4,000
46
$508K 0.07%
3,105
+926
47
$488K 0.07%
4,642
+273
48
$465K 0.06%
17,250
+1,250
49
$463K 0.06%
7,656
+1,074
50
$435K 0.06%
2,419
+166
1
2
3 4