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
$772M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$4.49M
3
+$2.85M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2M
5
AAPL icon
Apple
AAPL
+$1.87M

Top Sells

1
+$869K
2
+$666K
3
+$596K
4
WEC icon
WEC Energy
WEC
+$567K
5
VTV icon
Vanguard Value ETF
VTV
+$537K

Sector Composition

1 Technology 1.97%
2 Consumer Discretionary 1.38%
3 Utilities 0.34%
4 Financials 0.33%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$425K 0.06%
1,171
52
$417K 0.05%
1,964
53
$408K 0.05%
3,980
54
$407K 0.05%
4,012
55
$400K 0.05%
3,567
56
$395K 0.05%
7,646
-1,849
57
$392K 0.05%
5,331
58
$376K 0.05%
672
59
$372K 0.05%
9,800
-968
60
$364K 0.05%
3,646
-5,680
61
$353K 0.05%
5,690
62
$308K 0.04%
1,231
+49
63
$303K 0.04%
2,180
-20
64
$298K 0.04%
1,089
65
$287K 0.04%
2,852
66
$286K 0.04%
1,698
-5,159
67
$286K 0.04%
560
-85
68
$273K 0.04%
4,698
69
$263K 0.03%
2,596
+169
70
$259K 0.03%
2,956
-586
71
$246K 0.03%
2,156
+121
72
$245K 0.03%
4,415
-5,344
73
$241K 0.03%
4,000
-3,159
74
$238K 0.03%
+1,600
75
$231K 0.03%
4,718
1 2
3
4 5