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
$487M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.65M
3
+$1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$332K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$280K

Top Sells

1
+$2.12M
2
+$1.64M
3
+$1.15M
4
JCTC
Jewett-Cameron Trading
JCTC
+$399K
5
AMGN icon
Amgen
AMGN
+$208K

Sector Composition

1 Materials 0.77%
2 Technology 0.68%
3 Consumer Discretionary 0.48%
4 Financials 0.34%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.05%
6,103
+43
52
$216K 0.04%
3,482
53
$213K 0.04%
+3,144
54
$210K 0.04%
1,720
-719
55
$209K 0.04%
1,803
-231
56
$209K 0.04%
+672
57
– –
-1,130
58
– –
-1,041
1 2
3