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
$503M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$910K
3
+$839K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$763K
5
SYK icon
Stryker
SYK
+$734K

Top Sells

1
+$2.06M
2
+$1.77M
3
+$660K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$280K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$233K

Sector Composition

1 Materials 0.76%
2 Consumer Discretionary 0.73%
3 Utilities 0.6%
4 Technology 0.49%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$245K 0.05%
6,334
-165
52
$237K 0.05%
3,593
+111
53
$234K 0.05%
4,192
54
$224K 0.04%
3,144
55
$224K 0.04%
1,698
-16
56
$213K 0.04%
2,058
57
– –
-4,665
58
– –
-10,905
1 2
3