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
$678M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.28M
3
+$1.24M
4
AAPL icon
Apple
AAPL
+$955K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$856K

Top Sells

1
+$1.88M
2
+$1.68M
3
+$1.09M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$713K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$530K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.11%
3 Healthcare 0.39%
4 Industrials 0.29%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$435K 0.06%
2,628
+673
52
$432K 0.06%
3,314
+2
53
$419K 0.06%
13,500
+1,000
54
$398K 0.06%
3,382
-191
55
$387K 0.06%
+265,392
56
$378K 0.06%
3,055
-213
57
$378K 0.06%
5,281
58
$372K 0.06%
3,980
59
$372K 0.06%
1,920
60
$339K 0.05%
3,211
-205
61
$321K 0.05%
5,623
+290
62
$319K 0.05%
+3,080
63
$316K 0.05%
18,514
-4,762
64
$306K 0.05%
2,790
65
$300K 0.04%
635
+28
66
$296K 0.04%
+6,595
67
$292K 0.04%
1,451
+260
68
$287K 0.04%
8,503
-846
69
$285K 0.04%
9,966
+1,875
70
$279K 0.04%
1,529
+350
71
$277K 0.04%
1,231
72
$277K 0.04%
1,746
+49
73
$270K 0.04%
2,059
+5
74
$259K 0.04%
2,350
-19
75
$255K 0.04%
4,698
1 2
3
4