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
$427M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$1.42M
3
+$987K
4
VB icon
Vanguard Small-Cap ETF
VB
+$656K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$628K

Top Sells

1
+$78.3M
2
+$1.09M
3
+$576K
4
SYK icon
Stryker
SYK
+$346K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$280K

Sector Composition

1 Materials 0.67%
2 Consumer Discretionary 0.57%
3 Technology 0.48%
4 Utilities 0.41%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.05%
3,207
-120
52
$200K 0.05%
2,058
-85
53
– –
-1,744
54
– –
-4,366
55
– –
-1,803
56
– –
-3,144
57
– –
-5,032
58
– –
-672
1 2
3