VCP
Vista Capital Partners Portfolio holdings
AUM $913M
1-Year Return
13.3%
This Quarter Return
+1.42%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$504M
AUM Growth
+$1.35M
(+0.27%)
Cap. Flow
-$5.34M
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
93.49%
Holding
64
New
8
Increased
20
Reduced
23
Closed
1
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
+$477K |
| 2 |
Nike
NKE
|
+$363K |
| 3 |
Schwab International Equity ETF
SCHF
|
+$290K |
| 4 |
Boeing
BA
|
+$280K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$270K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$4.23M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$1.52M |
| 3 |
Vanguard Growth ETF
VUG
|
+$938K |
| 4 |
Heritage Financial
HFWA
|
+$819K |
| 5 |
Vanguard Value ETF
VTV
|
+$675K |
Sector Composition
| 1 | Consumer Discretionary | 0.82% |
| 2 | Materials | 0.66% |
| 3 | Utilities | 0.63% |
| 4 | Technology | 0.53% |
| 5 | Financials | 0.34% |
