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
$603M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$904K
2
+$865K
3
+$432K
4
SIVB
SVB Financial Group
SIVB
+$261K
5
CL icon
Colgate-Palmolive
CL
+$212K

Top Sells

1
+$10.9M
2
+$7.75M
3
+$4.54M
4
VTV icon
Vanguard Value ETF
VTV
+$1.22M
5
TSLA icon
Tesla
TSLA
+$465K

Sector Composition

1 Technology 1.52%
2 Consumer Discretionary 1.09%
3 Financials 0.27%
4 Healthcare 0.26%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$304K 0.05%
2,958
-186
52
$286K 0.05%
1,461
-378
53
$285K 0.05%
1,814
-119
54
$278K 0.05%
31,720
-2,806
55
$261K 0.04%
+672
56
$261K 0.04%
1,254
-94
57
$251K 0.04%
2,220
-1,830
58
$250K 0.04%
1,182
59
$212K 0.04%
1,761
+26
60
$212K 0.04%
+2,479
61
– –
-3,255
62
– –
-807
63
– –
-1,402
64
– –
-819
1 2
3