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
$864M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$863K
3
+$668K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$641K
5
LLY icon
Eli Lilly
LLY
+$576K

Top Sells

1
+$3.62M
2
+$3.07M
3
+$2.92M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.88M
5
DECK icon
Deckers Outdoor
DECK
+$229K

Sector Composition

1 Technology 2.81%
2 Healthcare 1.2%
3 Consumer Discretionary 1.07%
4 Financials 0.6%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$590K 0.07%
7,052
+1,716
52
$532K 0.06%
7,934
-786
53
$508K 0.06%
1,942
+5
54
$486K 0.06%
20,697
-1,172
55
$464K 0.05%
+8,779
56
$459K 0.05%
56,197
57
$428K 0.05%
3,980
58
$428K 0.05%
16,614
-1,318
59
$419K 0.05%
2,114
-206
60
$418K 0.05%
1,889
-138
61
$416K 0.05%
2,072
-162
62
$402K 0.05%
10,440
-1,304
63
$398K 0.05%
3,330
-19
64
$396K 0.05%
6,900
+2,079
65
$388K 0.04%
4,698
66
$387K 0.04%
2,628
-66
67
$380K 0.04%
3,029
-904
68
$361K 0.04%
618
-21
69
$356K 0.04%
13,680
+3,604
70
$355K 0.04%
13,245
-2,778
71
$348K 0.04%
2,271
+1
72
$344K 0.04%
2,935
-91
73
$341K 0.04%
596
+144
74
$341K 0.04%
2,631
-515
75
$326K 0.04%
2,540
1 2
3
4 5