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

Top Buys

1
+$11.5M
2
+$1.86M
3
+$1.03M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$534K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$420K

Top Sells

1
+$983K
2
+$560K
3
+$517K
4
ORCL icon
Oracle
ORCL
+$203K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$158K

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
1 2
3