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

Top Buys

1 +$6.05M
2 +$1.89M
3 +$219K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$205K
5
AMGN icon
Amgen
AMGN
+$47.9K

Top Sells

1 +$1.36M
2 +$1.29M
3 +$169K
4
TRAK icon
ReposiTrak
TRAK
+$138K
5
SPWR
SunPower Corporation Common Stock
SPWR
+$102K

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