VCP
Vista Capital Partners Portfolio holdings
AUM $913M
1-Year Return
13.3%
This Quarter Return
-3.28%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$824M
AUM Growth
-$35.9M
(-4.2%)
Cap. Flow
-$4.79M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
90.5%
Holding
120
New
5
Increased
25
Reduced
57
Closed
7
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$3.62M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$802K |
| 3 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$356K |
| 4 |
American Tower
AMT
|
+$240K |
| 5 |
Amgen
AMGN
|
+$236K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$1.83M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$1.11M |
| 3 |
Eli Lilly
LLY
|
+$792K |
| 4 |
Vanguard Value ETF
VTV
|
+$631K |
| 5 |
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% |
