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
$461M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.27M
3
+$1.48M
4
INTC icon
Intel
INTC
+$752K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$273K

Top Sells

1
+$1.33M
2
+$1.32M
3
+$941K
4
DECK icon
Deckers Outdoor
DECK
+$543K
5
MSFT icon
Microsoft
MSFT
+$299K

Sector Composition

1 Materials 0.8%
2 Technology 0.68%
3 Consumer Discretionary 0.44%
4 Utilities 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$218K 0.05%
3,482
+105
52
$208K 0.05%
+1,130
53
$202K 0.04%
+1,041
54
– –
-5,174
55
– –
-36,192
1 2
3