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
$824M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$802K
3
+$356K
4
AMT icon
American Tower
AMT
+$240K
5
AMGN icon
Amgen
AMGN
+$236K

Top Sells

1
+$1.83M
2
+$1.11M
3
+$792K
4
VTV icon
Vanguard Value ETF
VTV
+$631K
5
MSFT icon
Microsoft
MSFT
+$571K

Sector Composition

1 Technology 2.79%
2 Healthcare 1.18%
3 Consumer Discretionary 1.01%
4 Financials 0.67%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.15%
19,564
-1,887
27
$1.21M 0.15%
3,822
28
$1.04M 0.13%
37,498
+28,869
29
$993K 0.12%
5,938
+495
30
$989K 0.12%
37,371
+13,465
31
$891K 0.11%
4,036
+17
32
$889K 0.11%
3,625
+219
33
$858K 0.1%
5,171
+74
34
$843K 0.1%
1,797
+87
35
$832K 0.1%
5,323
-693
36
$809K 0.1%
18,430
37
$797K 0.1%
8,666
+13
38
$769K 0.09%
2,606
+6
39
$753K 0.09%
3,777
40
$742K 0.09%
2,420
41
$732K 0.09%
6,315
+239
42
$723K 0.09%
27,988
-8,394
43
$691K 0.08%
7,377
44
$678K 0.08%
16,461
45
$630K 0.08%
15,973
-963
46
$612K 0.07%
1,061
-11
47
$605K 0.07%
5,088
-10
48
$577K 0.07%
7,062
+10
49
$554K 0.07%
4,993
50
$537K 0.07%
3,472
+15
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