VCP
Vista Capital Partners Portfolio holdings
AUM
$913M
This Quarter Return
-16.12%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$614M
AUM Growth
+$614M
(-20%)
Cap. Flow
-$32.1M
Cap. Flow
% of AUM
-5.22%
Top 10 Holdings %
Top 10 Hldgs %
93.34%
Holding
98
New
6
Increased
22
Reduced
24
Closed
16
Top Buys
| 1 |
Amazon
AMZN
|
$874K |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$506K |
| 3 |
Schwab US REIT ETF
SCHH
|
$470K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$407K |
| 5 |
Absci
ABSI
|
$311K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$17.3M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$5.79M |
| 3 |
Vanguard Value ETF
VTV
|
$3.26M |
| 4 |
iShares 1-3 Year International Treasury Bond ETF
IGOV
|
$2.85M |
| 5 |
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% |
