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

Top Buys

1
+$8.01M
2
+$2.21M
3
+$276K
4
ORCL icon
Oracle
ORCL
+$205K
5
TSLA icon
Tesla
TSLA
+$184K

Top Sells

1
+$105M
2
+$2.79M
3
+$1.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.15M
5
PEP icon
PepsiCo
PEP
+$891K

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
– –
-8,511
53
– –
-5,572
54
– –
-3,456
1 2
3