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
$439M
AUM Growth
-$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.23M
3
+$544K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$511K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$257K

Top Sells

1
+$15.4M
2
+$1.53M
3
+$1.18M
4
VB icon
Vanguard Small-Cap ETF
VB
+$576K
5
INTC icon
Intel
INTC
+$379K

Sector Composition

1 Technology 0.64%
2 Consumer Discretionary 0.62%
3 Utilities 0.34%
4 Financials 0.3%
5 Energy 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.05%
3,377
+203
52
– –
-1,847
53
– –
-10,875
1 2
3