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

Top Buys

1 +$3.65M
2 +$1.49M
3 +$206K
4
COST icon
Costco
COST
+$35K
5
POR icon
Portland General Electric
POR
+$24.6K

Top Sells

1 +$32.5M
2 +$796K
3 +$622K
4
SIVB
SVB Financial Group
SIVB
+$207K
5
VB icon
Vanguard Small-Cap ETF
VB
+$167K

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