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

Top Buys

1
+$6.34M
2
+$1.43M
3
+$944K
4
HFWA icon
Heritage Financial
HFWA
+$879K
5
AMZN icon
Amazon
AMZN
+$833K

Top Sells

1
+$4.65M
2
+$1.16M
3
+$880K
4
VTV icon
Vanguard Value ETF
VTV
+$606K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$600K

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