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VCP

Vista Capital Partners Portfolio holdings

AUM $994M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
+$5.85M
2
+$5.03M
3
+$2.8M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$2.62M
5
VTV icon
Vanguard Value ETF
VTV
+$2.06M

Top Sells

1
+$52.3M
2
+$2.49M
3
+$663K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$612K
5
AMZN icon
Amazon
AMZN
+$521K

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
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