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
$514M
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$4.16M
3
+$428K
4
SHOP icon
Shopify
SHOP
+$384K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$321K

Top Sells

1
+$4.3M
2
+$2.91M
3
+$1.47M
4
VTV icon
Vanguard Value ETF
VTV
+$593K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$472K

Sector Composition

1 Consumer Discretionary 0.73%
2 Technology 0.7%
3 Utilities 0.43%
4 Consumer Staples 0.23%
5 Materials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.05%
3,144
-600
52
$247K 0.05%
34,526
53
$240K 0.05%
+3,980
54
$240K 0.05%
+2,488
55
$234K 0.05%
+1,955
56
$229K 0.04%
+2,059
57
$221K 0.04%
+1,561
58
$220K 0.04%
+1,304
59
$203K 0.04%
+1,182
60
$202K 0.04%
+2,805
61
$119K 0.02%
21,000
62
– –
-31,500
1 2
3