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

Top Buys

1
+$5.26M
2
+$1.34M
3
+$935K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$610K
5
VB icon
Vanguard Small-Cap ETF
VB
+$594K

Top Sells

1
+$1.01M
2
+$577K
3
+$324K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$280K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$277K

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
– –
-672
54
– –
-5,032
55
– –
-3,144
56
– –
-1,803
57
– –
-4,366
58
– –
-1,744
1 2
3