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
$669M
AUM Growth
-$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$255K
3
+$238K
4
VT icon
Vanguard Total World Stock ETF
VT
+$66.3K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$65K

Top Sells

1
+$5.22M
2
+$2.68M
3
+$2.48M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.53M
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$366K 0.05%
6,582
+720
52
$364K 0.05%
5,281
53
$359K 0.05%
2,253
+108
54
$359K 0.05%
3,182
-1,090
55
$355K 0.05%
3,980
56
$328K 0.05%
2,790
57
$312K 0.05%
3,024
-187
58
$306K 0.05%
607
59
$306K 0.05%
2,179
-179
60
$299K 0.04%
1,920
61
$285K 0.04%
2,478
-165
62
$284K 0.04%
8,794
+595
63
$278K 0.04%
1,182
-49
64
$272K 0.04%
10,778
-11,668
65
$272K 0.04%
4,698
66
$263K 0.04%
2,011
-1,043
67
$250K 0.04%
1,600
68
$245K 0.04%
2,977
+21
69
$244K 0.04%
2,354
+2
70
$244K 0.04%
2,278
71
$232K 0.03%
18,514
72
$221K 0.03%
13,026
-362
73
$216K 0.03%
1,955
-500
74
$216K 0.03%
7,886
-1,875
75
$211K 0.03%
2,312
1 2
3
4