VCP
Vista Capital Partners Portfolio holdings
AUM
$913M
This Quarter Return
-4.55%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$669M
AUM Growth
+$669M
(-7.2%)
Cap. Flow
-$19.1M
Cap. Flow
% of AUM
-2.85%
Top 10 Holdings %
Top 10 Hldgs %
92.03%
Holding
90
New
1
Increased
19
Reduced
35
Closed
10
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$811K |
| 2 |
Schwab US REIT ETF
SCHH
|
$255K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$238K |
| 4 |
Vanguard Total World Stock ETF
VT
|
$66.3K |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$65K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.22M |
| 2 |
Vanguard Value ETF
VTV
|
$2.68M |
| 3 |
Vanguard Growth ETF
VUG
|
$2.48M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.53M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27M |
Sector Composition
| 1 | Technology | 2.33% |
| 2 | Healthcare | 1.02% |
| 3 | Consumer Discretionary | 1.01% |
| 4 | Financials | 0.35% |
| 5 | Consumer Staples | 0.24% |
