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
$913M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$3.78M
3
+$3.61M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.24M
5
NVDA icon
NVIDIA
NVDA
+$2M

Top Sells

1
+$548M
2
+$4.87M
3
+$2.55M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.58M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M

Sector Composition

1 Technology 3.5%
2 Healthcare 1.07%
3 Consumer Discretionary 1.05%
4 Financials 0.6%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.19%
+45,256
27
$1.64M 0.18%
25,060
-768
28
$1.63M 0.18%
64,574
+49,309
29
$1.62M 0.18%
+26,840
30
$1.55M 0.17%
5,426
31
$1.53M 0.17%
2,463
-47
32
$1.34M 0.15%
3,822
33
$1.34M 0.15%
19,540
-24
34
$1.25M 0.14%
2,258
+461
35
$1.17M 0.13%
4,032
+407
36
$971K 0.11%
5,474
+151
37
$953K 0.1%
18,310
-120
38
$924K 0.1%
7,192
+877
39
$822K 0.09%
2,420
40
$821K 0.09%
5,373
+202
41
$816K 0.09%
9,774
+3,006
42
$815K 0.09%
3,777
43
$800K 0.09%
8,710
+44
44
$794K 0.09%
1,075
+14
45
$745K 0.08%
4,226
+754
46
$742K 0.08%
2,629
+23
47
$707K 0.08%
2,397
+523
48
$696K 0.08%
16,467
+6
49
$694K 0.08%
4,026
-10
50
$692K 0.08%
7,377
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