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
$806M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$492K
3
+$332K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$297K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$258K

Top Sells

1
+$3.78M
2
+$2.33M
3
+$1M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$589K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$472K

Sector Composition

1 Technology 2.87%
2 Healthcare 1.12%
3 Consumer Discretionary 0.95%
4 Financials 0.53%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.15%
4,026
27
$968K 0.12%
1,069
+58
28
$936K 0.12%
21,644
+3
29
$883K 0.11%
4,817
+50
30
$799K 0.1%
1,668
+49
31
$780K 0.1%
5,340
-150
32
$760K 0.09%
56,197
33
$736K 0.09%
5,956
+1,316
34
$698K 0.09%
18,000
35
$678K 0.08%
8,743
+118
36
$677K 0.08%
21,869
+21
37
$674K 0.08%
3,334
+282
38
$669K 0.08%
2,591
+2
39
$633K 0.08%
3,121
40
$625K 0.08%
5,550
+859
41
$622K 0.08%
5,832
+679
42
$619K 0.08%
7,377
43
$607K 0.08%
4,072
+72
44
$600K 0.07%
31,234
+15,458
45
$600K 0.07%
15,277
46
$574K 0.07%
5,038
47
$543K 0.07%
8,720
+311
48
$496K 0.06%
2,724
+414
49
$467K 0.06%
3,933
-587
50
$425K 0.05%
17,932
-104
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2
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