VCP

Vista Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.62M
3
+$515K
4
VB icon
Vanguard Small-Cap ETF
VB
+$137K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$93.1K

Top Sells

1
+$888K
2
+$423K
3
+$102K
4
NKE icon
Nike
NKE
+$50.9K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$50.7K

Sector Composition

1 Technology 0.7%
2 Consumer Discretionary 0.55%
3 Utilities 0.32%
4 Financials 0.29%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$203K 0.05%
3,174
52
– –
-21,323
1 2
3