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
$614M
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$506K
2
+$470K
3
+$407K
4
ABSI icon
Absci
ABSI
+$311K
5
IBM icon
IBM
IBM
+$301K

Top Sells

1
+$17.3M
2
+$5.79M
3
+$3.26M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$2.85M
5
SBUX icon
Starbucks
SBUX
+$1.83M

Sector Composition

1 Technology 2.08%
2 Consumer Discretionary 1.06%
3 Healthcare 0.36%
4 Utilities 0.35%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.06%
5,681
+350
52
$354K 0.06%
3,980
53
$347K 0.06%
3,081
-751
54
$333K 0.05%
1,482
+30
55
$329K 0.05%
5,690
56
$328K 0.05%
1,171
57
$316K 0.05%
3,699
+1,103
58
$311K 0.05%
+93,817
59
$301K 0.05%
+2,130
60
$288K 0.05%
9,212
-588
61
$287K 0.05%
558
-2
62
$283K 0.05%
5,329
-2,317
63
$280K 0.05%
1,981
+17
64
$265K 0.04%
672
65
$256K 0.04%
1,231
66
$244K 0.04%
2,240
+60
67
$240K 0.04%
2,956
68
$239K 0.04%
+7,666
69
$232K 0.04%
1,698
70
$227K 0.04%
2,156
71
$226K 0.04%
2,852
72
$221K 0.04%
4,462
+254
73
$217K 0.04%
4,415
74
$216K 0.04%
4,234
+234
75
$215K 0.04%
4,698
1 2
3
4