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
$806M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$492K
3
+$332K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$297K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$258K

Top Sells

1
+$3.78M
2
+$2.33M
3
+$1M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$589K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$472K

Sector Composition

1 Technology 2.87%
2 Healthcare 1.12%
3 Consumer Discretionary 0.95%
4 Financials 0.53%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$424K 0.05%
2,320
-230
52
$421K 0.05%
2,694
+106
53
$418K 0.05%
5,336
+405
54
$418K 0.05%
11,744
+234
55
$408K 0.05%
2,234
-187
56
$396K 0.05%
16,023
-786
57
$389K 0.05%
4,698
58
$387K 0.05%
3,980
59
$387K 0.05%
3,349
60
$383K 0.05%
1,937
-296
61
$363K 0.05%
3,146
+3
62
$352K 0.04%
1,182
63
$351K 0.04%
2,027
+2
64
$348K 0.04%
3,026
+236
65
$326K 0.04%
8,195
+309
66
$325K 0.04%
639
+32
67
$301K 0.04%
2,540
-224
68
$290K 0.04%
1,960
+5
69
$281K 0.03%
2,270
-8
70
$277K 0.03%
4,528
+53
71
$274K 0.03%
2,956
72
$269K 0.03%
2,434
73
$264K 0.03%
2,076
-135
74
$258K 0.03%
+4,821
75
$254K 0.03%
10,076
-176
1 2
3
4