VCP

Vista Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$641M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.53M
3
+$3.53M
4
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$2.88M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.03M

Top Sells

1
+$2.37M
2
+$1.31M
3
+$567K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$559K
5
VB icon
Vanguard Small-Cap ETF
VB
+$505K

Sector Composition

1 Technology 1.84%
2 Consumer Discretionary 1.01%
3 Healthcare 0.44%
4 Financials 0.35%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$363K 0.06%
3,980
52
$347K 0.05%
5,281
-330
53
$338K 0.05%
3,924
-114
54
$334K 0.05%
1,920
-56
55
$322K 0.05%
607
+69
56
$308K 0.05%
+2,790
57
$300K 0.05%
3,380
-200
58
$299K 0.05%
2,430
+1,011
59
$298K 0.05%
1,119
-52
60
$294K 0.05%
9,349
+109
61
$291K 0.05%
1,955
62
$289K 0.05%
2,054
-68
63
$284K 0.04%
5,333
+566
64
$270K 0.04%
1,697
-2,164
65
$268K 0.04%
8,091
+600
66
$259K 0.04%
1,231
67
$254K 0.04%
5,336
+4
68
$252K 0.04%
2,369
-3,418
69
$251K 0.04%
2,956
70
$247K 0.04%
+1,191
71
$238K 0.04%
14,750
-12,606
72
$215K 0.03%
12,500
+1,500
73
$214K 0.03%
+2,157
74
$213K 0.03%
+1,179
75
$211K 0.03%
+1,600
1 2
3
4