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
$586M
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$1.96M
3
+$567K
4
FNA
Paragon 28, Inc.
FNA
+$471K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$446K

Top Sells

1
+$1.23M
2
+$947K
3
+$244K
4
J icon
Jacobs Solutions
J
+$227K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$217K

Sector Composition

1 Technology 2.03%
2 Consumer Discretionary 1.16%
3 Healthcare 0.46%
4 Financials 0.31%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.06%
3,980
52
$319K 0.05%
1,976
-9
53
$318K 0.05%
4,038
+339
54
$314K 0.05%
5,611
-70
55
$313K 0.05%
1,171
56
$305K 0.05%
5,690
57
$290K 0.05%
1,955
-26
58
$289K 0.05%
11,778
-4,154
59
$275K 0.05%
87,817
-6,000
60
$272K 0.05%
538
-20
61
$262K 0.04%
2,511
-570
62
$256K 0.04%
9,240
+28
63
$252K 0.04%
2,122
-8
64
$243K 0.04%
1,231
65
$242K 0.04%
1,129
+329
66
$231K 0.04%
5,332
+3
67
$226K 0.04%
7,491
-175
68
$226K 0.04%
672
69
$224K 0.04%
2,852
70
$223K 0.04%
2,956
71
$223K 0.04%
1,698
72
$217K 0.04%
4,767
+533
73
$213K 0.04%
4,462
74
$177K 0.03%
+11,000
75
$19K ﹤0.01%
372
1 2
3
4