VCP

Vista Capital Partners Portfolio holdings

AUM $913M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.11M
3
+$927K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$635K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$528K

Top Sells

1
+$2.88M
2
+$2.25M
3
+$1.96M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$1.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$563K

Sector Composition

1 Technology 1.68%
2 Consumer Discretionary 1.02%
3 Utilities 0.39%
4 Financials 0.31%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$384K 0.06%
2,467
+121
52
$378K 0.05%
9,083
+146
53
$374K 0.05%
+3,567
54
$374K 0.05%
672
55
$323K 0.05%
2,852
56
$316K 0.05%
910
+227
57
$308K 0.04%
9,353
-316
58
$308K 0.04%
31,720
59
$301K 0.04%
1,311
+160
60
$286K 0.04%
1,182
61
$281K 0.04%
2,240
+180
62
$263K 0.04%
1,598
+124
63
$246K 0.04%
1,757
-13
64
$230K 0.03%
2,199
+115
65
$222K 0.03%
+4,705
66
$216K 0.03%
982
-57
67
$215K 0.03%
+3,680
68
$210K 0.03%
+2,077
69
$208K 0.03%
+3,100
70
$206K 0.03%
524
-74
71
$204K 0.03%
+1,384
72
$200K 0.03%
+4,859
73
– –
-31,963
74
– –
-1,104
75
– –
-14,304
1 2
3