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
$824M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$802K
3
+$356K
4
AMT icon
American Tower
AMT
+$240K
5
AMGN icon
Amgen
AMGN
+$236K

Top Sells

1
+$1.83M
2
+$1.11M
3
+$792K
4
VTV icon
Vanguard Value ETF
VTV
+$631K
5
MSFT icon
Microsoft
MSFT
+$571K

Sector Composition

1 Technology 2.79%
2 Healthcare 1.18%
3 Consumer Discretionary 1.01%
4 Financials 0.67%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$533K 0.06%
11,961
+8
52
$518K 0.06%
4,956
53
$512K 0.06%
6,768
54
$510K 0.06%
617
-959
55
$466K 0.06%
1,874
+5
56
$462K 0.06%
6,972
-235
57
$450K 0.05%
19,836
-861
58
$431K 0.05%
3,529
59
$423K 0.05%
2,021
+85
60
$418K 0.05%
4,284
61
$388K 0.05%
3,281
-49
62
$382K 0.05%
1,219
-23
63
$374K 0.05%
1,443
-526
64
$373K 0.05%
1,459
65
$369K 0.04%
18,669
-14,721
66
$365K 0.04%
8,754
+375
67
$365K 0.04%
1,957
-71
68
$361K 0.04%
56,197
69
$358K 0.04%
15,265
-1,030
70
$356K 0.04%
4,698
71
$353K 0.04%
1,819
-189
72
$350K 0.04%
13,021
-383
73
$347K 0.04%
663
-74
74
$347K 0.04%
5,843
+51
75
$328K 0.04%
2,540
1 2
3
4 5