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
$860M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.49M
3
+$760K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$476K
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$457K

Top Sells

1
+$4.12M
2
+$3.51M
3
+$2.28M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.61M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.04M

Sector Composition

1 Technology 3.17%
2 Healthcare 1.14%
3 Consumer Discretionary 1.1%
4 Financials 0.67%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.16%
7,607
27
$1.28M 0.15%
3,822
-204
28
$1.22M 0.14%
1,576
-143
29
$1.15M 0.13%
6,016
+1,033
30
$1.01M 0.12%
18,430
+430
31
$893K 0.1%
36,382
+4,206
32
$874K 0.1%
1,710
+42
33
$835K 0.1%
3,777
34
$826K 0.1%
4,019
+14
35
$816K 0.1%
3,406
+205
36
$795K 0.09%
1,969
+27
37
$788K 0.09%
5,443
+2,815
38
$780K 0.09%
2,420
-25
39
$754K 0.09%
2,600
+8
40
$737K 0.09%
5,097
+110
41
$714K 0.08%
6,076
+402
42
$712K 0.08%
8,653
+12
43
$674K 0.08%
16,461
+1,184
44
$655K 0.08%
7,377
45
$654K 0.08%
3,457
-432
46
$651K 0.08%
4,993
-45
47
$651K 0.08%
16,936
+11,897
48
$628K 0.07%
1,072
+476
49
$626K 0.07%
23,906
+1,140
50
$618K 0.07%
33,390
+586
1
2
3 4 5