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

Top Buys

1
+$4.79M
2
+$4.1M
3
+$543K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$507K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$250K

Top Sells

1
+$1.49M
2
+$1.13M
3
+$567K
4
INTC icon
Intel
INTC
+$415K
5
AMGN icon
Amgen
AMGN
+$321K

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
– –
-10,875
53
– –
-1,847
1 2
3