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
$504M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$477K
2
+$363K
3
+$290K
4
BA icon
Boeing
BA
+$280K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$270K

Top Sells

1
+$4.23M
2
+$1.52M
3
+$938K
4
HFWA icon
Heritage Financial
HFWA
+$819K
5
VTV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$299K 0.06%
3,980
52
$280K 0.06%
+737
53
$270K 0.05%
+6,696
54
$253K 0.05%
3,796
+203
55
$249K 0.05%
6,299
-35
56
$247K 0.05%
2,059
+1
57
$237K 0.05%
1,705
+7
58
$234K 0.05%
+4,644
59
$222K 0.04%
3,144
60
$213K 0.04%
+2,646
61
$206K 0.04%
+1,090
62
$206K 0.04%
+1,273
63
$64K 0.01%
+12,249
64
– –
-27,723
1 2
3