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
$721M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.7M
3
+$285K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$246K
5
BX icon
Blackstone
BX
+$212K

Top Sells

1
+$3.22M
2
+$1.34M
3
+$1.18M
4
NWN icon
Northwest Natural Holdings
NWN
+$254K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$225K

Sector Composition

1 Technology 2.49%
2 Healthcare 1.12%
3 Consumer Discretionary 1.07%
4 Financials 0.32%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$481K 0.07%
3,055
+5
52
$456K 0.06%
3,135
-179
53
$420K 0.06%
4,272
+2,115
54
$387K 0.05%
3,359
-23
55
$383K 0.05%
5,281
56
$378K 0.05%
3,980
57
$366K 0.05%
3,054
-26
58
$355K 0.05%
2,145
+399
59
$344K 0.05%
1,920
60
$341K 0.05%
3,211
61
$336K 0.05%
5,862
+239
62
$328K 0.05%
18,514
63
$324K 0.04%
2,643
-412
64
$324K 0.04%
2,455
-173
65
$319K 0.04%
3,292
+798
66
$316K 0.04%
2,358
+299
67
$311K 0.04%
6,595
68
$300K 0.04%
1,231
69
$299K 0.04%
2,790
70
$292K 0.04%
4,698
71
$292K 0.04%
607
-28
72
$283K 0.04%
1,529
73
$282K 0.04%
1,250
74
$280K 0.04%
9,761
-205
75
$277K 0.04%
8,199
-304
1 2
3
4