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
$750M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.34M
3
+$809K
4
LLY icon
Eli Lilly
LLY
+$589K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$331K

Top Sells

1
+$3.78M
2
+$2.87M
3
+$2.11M
4
VB icon
Vanguard Small-Cap ETF
VB
+$929K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$346K

Sector Composition

1 Technology 2.78%
2 Healthcare 1.19%
3 Consumer Discretionary 0.99%
4 Financials 0.39%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$435K 0.06%
2,550
-119
52
$425K 0.06%
2,852
+71
53
$419K 0.06%
4,071
+68
54
$410K 0.05%
3,980
55
$397K 0.05%
3,391
+15
56
$372K 0.05%
4,931
-350
57
$360K 0.05%
85,817
-2,000
58
$345K 0.05%
9,890
+1,096
59
$342K 0.05%
3,182
60
$338K 0.05%
3,024
61
$331K 0.04%
628
+21
62
$320K 0.04%
4,698
63
$313K 0.04%
2,240
+229
64
$311K 0.04%
2,490
+12
65
$310K 0.04%
1,182
66
$298K 0.04%
2,278
67
$291K 0.04%
+2,667
68
$285K 0.04%
2,854
+64
69
$278K 0.04%
1,600
70
$278K 0.04%
1,955
71
$277K 0.04%
2,574
+220
72
$271K 0.04%
+1,597
73
$266K 0.04%
10,204
-574
74
$266K 0.04%
7,886
75
$257K 0.03%
13,920
+894
1 2
3
4