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
$551M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.31M
3
+$774K
4
SBUX icon
Starbucks
SBUX
+$711K
5
FI icon
Fiserv
FI
+$309K

Top Sells

1
+$3.12M
2
+$1.13M
3
+$500K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$321K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$311K

Sector Composition

1 Technology 1.56%
2 Consumer Discretionary 0.98%
3 Utilities 0.25%
4 Materials 0.24%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$275K 0.05%
1,839
52
$272K 0.05%
3,144
53
$266K 0.05%
34,526
54
$265K 0.05%
1,348
+44
55
$256K 0.05%
2,658
-5
56
$244K 0.04%
3,980
57
$221K 0.04%
1,182
58
$211K 0.04%
+807
59
$208K 0.04%
+819
60
$207K 0.04%
1,402
-159
61
$202K 0.04%
+1,735
62
– –
-2,488
63
– –
-6,741
64
– –
-5,395
65
– –
-21,000
1 2
3