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
$534M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$467K
3
+$376K
4
TSLA icon
Tesla
TSLA
+$372K
5
V icon
Visa
V
+$218K

Top Sells

1
+$2.31M
2
+$1.53M
3
+$1.36M
4
VB icon
Vanguard Small-Cap ETF
VB
+$518K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$477K

Sector Composition

1 Consumer Discretionary 0.92%
2 Utilities 0.59%
3 Technology 0.56%
4 Financials 0.38%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$285K 0.05%
3,744
+600
52
$266K 0.05%
34,526
-300,000
53
$256K 0.05%
3,899
+103
54
$249K 0.05%
4,192
-1,808
55
$246K 0.05%
4,575
-69
56
$241K 0.05%
2,059
57
$231K 0.04%
1,090
58
$230K 0.04%
1,273
59
$223K 0.04%
687
-50
60
$219K 0.04%
1,711
+6
61
$218K 0.04%
+1,161
62
$216K 0.04%
5,587
-712
63
$216K 0.04%
2,489
-157
64
$209K 0.04%
+871
65
– –
-12,249
66
– –
-6,696
67
– –
-2,900
1 2
3