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
$415M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.9M
3
+$212K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$206K
5
AMGN icon
Amgen
AMGN
+$45.5K

Top Sells

1
+$1.33M
2
+$1.26M
3
+$163K
4
TRAK icon
ReposiTrak
TRAK
+$138K
5
SPWR
SunPower Corporation Common Stock
SPWR
+$129K

Sector Composition

1 Technology 0.66%
2 Consumer Discretionary 0.55%
3 Utilities 0.35%
4 Financials 0.18%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.05%
+3,174
52
$102K 0.02%
21,323
-21,322
53
– –
-11,356
1 2
3