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
$422M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.18M
3
+$2.23M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$2.01M
5
VTV icon
Vanguard Value ETF
VTV
+$1.67M

Top Sells

1
+$2.17M
2
+$663K
3
+$611K
4
AMZN icon
Amazon
AMZN
+$524K
5
DECK icon
Deckers Outdoor
DECK
+$467K

Sector Composition

1 Utilities 0.66%
2 Consumer Discretionary 0.65%
3 Technology 0.57%
4 Financials 0.27%
5 Materials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,328
52
– –
-4,575
53
– –
-3,899
54
– –
-1,161
55
– –
-2,059
56
– –
-1,273
57
– –
-13,350
58
– –
-5,587
59
– –
-2,489
60
– –
-4,192
61
– –
-3,980
62
– –
-12,348
63
– –
-1,711
64
– –
-16,602
65
– –
-3,051
66
– –
-687
67
– –
-871
1 2
3