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
$696M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$1.2M
3
+$927K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$877K
5
ABNB icon
Airbnb
ABNB
+$671K

Top Sells

1
+$1.75M
2
+$468K
3
+$230K
4
VB icon
Vanguard Small-Cap ETF
VB
+$224K
5
BAC icon
Bank of America
BAC
+$200K

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 1.17%
3 Utilities 0.38%
4 Financials 0.3%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$419K 0.06%
7,970
-8,895
52
$419K 0.06%
1,171
53
$405K 0.06%
17,988
-1,482
54
$404K 0.06%
2,467
55
$401K 0.06%
3,980
56
$385K 0.06%
4,931
57
$379K 0.05%
9,138
+55
58
$369K 0.05%
3,567
59
$360K 0.05%
1,976
-53
60
$320K 0.05%
2,852
61
$299K 0.04%
2,240
62
$286K 0.04%
1,182
63
$260K 0.04%
1,610
+12
64
$249K 0.04%
8,165
-1,188
65
$234K 0.03%
1,765
+8
66
$229K 0.03%
+4,017
67
$225K 0.03%
1,150
+168
68
$222K 0.03%
4,718
+13
69
$212K 0.03%
3,688
+8
70
$208K 0.03%
2,077
71
$207K 0.03%
524
72
$206K 0.03%
+6,295
73
$203K 0.03%
+1,520
74
$201K 0.03%
+3,220
75
$201K 0.03%
1,384
1 2
3
4