VCP

Vista Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$800M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$561K
3
+$536K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$472K
5
NVDA icon
NVIDIA
NVDA
+$419K

Top Sells

1
+$3.87M
2
+$2.44M
3
+$1.18M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$331K

Sector Composition

1 Technology 2.58%
2 Healthcare 1.18%
3 Consumer Discretionary 1%
4 Financials 0.47%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$419K 0.05%
+4,640
52
$412K 0.05%
11,510
+1,620
53
$409K 0.05%
3,980
54
$408K 0.05%
2,588
-264
55
$400K 0.05%
3,143
-39
56
$394K 0.05%
56,197
57
$394K 0.05%
4,931
58
$393K 0.05%
2,233
-86
59
$388K 0.05%
3,349
-42
60
$387K 0.05%
2,025
-1,080
61
$368K 0.05%
64,817
-21,000
62
$351K 0.04%
4,698
63
$349K 0.04%
2,310
+70
64
$346K 0.04%
1,955
65
$340K 0.04%
1,182
66
$334K 0.04%
2,764
-260
67
$324K 0.04%
2,790
-64
68
$317K 0.04%
1,600
69
$308K 0.04%
15,776
+1,856
70
$300K 0.04%
607
-21
71
$299K 0.04%
2,278
72
$299K 0.04%
7,886
73
$290K 0.04%
2,211
-279
74
$278K 0.03%
2,434
75
$275K 0.03%
2,956
1 2
3
4