VCP

Vista Capital Partners Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$864M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$825K
3
+$659K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$611K
5
LLY icon
Eli Lilly
LLY
+$584K

Top Sells

1
+$20.6M
2
+$3.47M
3
+$2.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.8M

Sector Composition

1 Technology 2.81%
2 Healthcare 1.2%
3 Consumer Discretionary 1.07%
4 Financials 0.6%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.16%
21,451
-208
27
$1.32M 0.15%
4,026
28
$1.15M 0.13%
9,491
+3,535
29
$1.04M 0.12%
+13,247
30
$1.04M 0.12%
21,644
31
$903K 0.1%
18,000
32
$863K 0.1%
+32,176
33
$834K 0.1%
3,777
+656
34
$833K 0.1%
4,983
+166
35
$814K 0.09%
1,668
36
$808K 0.09%
4,987
-353
37
$779K 0.09%
8,641
-102
38
$772K 0.09%
2,592
+1
39
$769K 0.09%
2,445
+1,263
40
$719K 0.08%
4,005
-67
41
$679K 0.08%
5,674
+124
42
$675K 0.08%
3,201
-133
43
$674K 0.08%
32,804
+1,570
44
$674K 0.08%
7,377
45
$668K 0.08%
+13,280
46
$645K 0.07%
3,889
+1,165
47
$644K 0.07%
5,506
-326
48
$641K 0.07%
+22,766
49
$637K 0.07%
15,277
50
$621K 0.07%
5,038
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