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
$385M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$2.2M
3
+$276K
4
ORCL icon
Oracle
ORCL
+$220K
5
TSLA icon
Tesla
TSLA
+$202K

Top Sells

1
+$2.8M
2
+$1.28M
3
+$1.16M
4
PEP icon
PepsiCo
PEP
+$891K
5
SIVB
SVB Financial Group
SIVB
+$804K

Sector Composition

1 Technology 0.75%
2 Consumer Discretionary 0.63%
3 Utilities 0.35%
4 Financials 0.24%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$140K 0.04%
11,356
52
– –
-3,456
53
– –
-5,572
54
– –
-8,511
1 2
3