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
$368M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$1.04M
3 +$547K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$429K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$279K

Top Sells

1 +$1.02M
2 +$563K
3 +$538K
4
ORCL icon
Oracle
ORCL
+$203K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$157K

Sector Composition

1 Technology 0.71%
2 Consumer Discretionary 0.61%
3 Financials 0.44%
4 Consumer Staples 0.33%
5 Utilities 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$144K 0.04%
11,356
52
-5,178