VCP

Vista Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$800M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$561K
3
+$536K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$472K
5
NVDA icon
NVIDIA
NVDA
+$419K

Top Sells

1
+$3.87M
2
+$2.44M
3
+$1.18M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$331K

Sector Composition

1 Technology 2.58%
2 Healthcare 1.18%
3 Consumer Discretionary 1%
4 Financials 0.47%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.15%
4,026
27
$965K 0.12%
21,848
28
$909K 0.11%
21,641
29
$868K 0.11%
5,490
-1,600
30
$787K 0.1%
1,011
31
$726K 0.09%
4,767
-268
32
$719K 0.09%
1,619
+1
33
$656K 0.08%
3,121
34
$639K 0.08%
4,000
35
$637K 0.08%
18,000
+750
36
$627K 0.08%
2,589
37
$625K 0.08%
15,277
38
$619K 0.08%
8,625
-2,477
39
$617K 0.08%
7,377
40
$611K 0.08%
3,052
-809
41
$611K 0.08%
5,038
42
$570K 0.07%
5,153
43
$536K 0.07%
8,409
+753
44
$521K 0.07%
4,520
-122
45
$518K 0.06%
4,691
+620
46
$472K 0.06%
+7,987
47
$466K 0.06%
2,550
48
$465K 0.06%
2,421
+2
49
$444K 0.06%
18,036
-13,142
50
$426K 0.05%
16,809
-13,056
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