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
$397M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.68M
2 +$1.49M
3 +$203K
4
COST icon
Costco
COST
+$32.4K
5
POR icon
Portland General Electric
POR
+$24.3K

Top Sells

1 +$805K
2 +$627K
3 +$207K
4
VB icon
Vanguard Small-Cap ETF
VB
+$168K
5
AAPL icon
Apple
AAPL
+$100K

Sector Composition

1 Technology 0.71%
2 Consumer Discretionary 0.61%
3 Utilities 0.36%
4 Financials 0.18%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$138K 0.03%
11,356
52
-1,110