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
$486M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$1.36M
3
+$914K
4
POR icon
Portland General Electric
POR
+$888K
5
AMZN icon
Amazon
AMZN
+$779K

Top Sells

1
+$5.45M
2
+$4.48M
3
+$1.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$833K
5
VTV icon
Vanguard Value ETF
VTV
+$593K

Sector Composition

1 Consumer Discretionary 0.73%
2 Materials 0.65%
3 Utilities 0.6%
4 Technology 0.51%
5 Financials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.05%
3,482
52
$213K 0.04%
+3,144
53
$203K 0.04%
10,905
+30
54
– –
-3,207
55
– –
-3,568
56
– –
-8,737
1 2
3