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
$860M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.49M
3
+$760K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$476K
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$457K

Top Sells

1
+$4.12M
2
+$3.51M
3
+$2.28M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.61M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.04M

Sector Composition

1 Technology 3.17%
2 Healthcare 1.14%
3 Consumer Discretionary 1.1%
4 Financials 0.67%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$571K 0.07%
4,956
-550
52
$548K 0.06%
5,098
+2,163
53
$535K 0.06%
56,197
54
$533K 0.06%
7,052
55
$521K 0.06%
11,953
-9,691
56
$476K 0.06%
+6,768
57
$465K 0.05%
4,284
+304
58
$454K 0.05%
3,529
+500
59
$442K 0.05%
7,207
-727
60
$433K 0.05%
+1,242
61
$421K 0.05%
16,295
-319
62
$420K 0.05%
1,459
+333
63
$415K 0.05%
20,697
64
$411K 0.05%
1,869
-20
65
$402K 0.05%
2,028
-44
66
$398K 0.05%
4,698
67
$394K 0.05%
7,545
+645
68
$393K 0.05%
2,008
-106
69
$392K 0.05%
2,276
+5
70
$385K 0.04%
3,330
71
$381K 0.04%
13,680
72
$373K 0.04%
737
+119
73
$368K 0.04%
8,379
+520
74
$349K 0.04%
2,640
+9
75
$346K 0.04%
13,404
+5,122
1 2
3
4 5