VCP

Vista Capital Partners Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$3.78M
3
+$3.61M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.24M
5
NVDA icon
NVIDIA
NVDA
+$2M

Top Sells

1
+$548M
2
+$4.87M
3
+$2.55M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.58M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M

Sector Composition

1 Technology 3.5%
2 Healthcare 1.07%
3 Consumer Discretionary 1.05%
4 Financials 0.6%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$683K 0.07%
+23,206
52
$660K 0.07%
4,606
-1,332
53
$641K 0.07%
5,862
+906
54
$637K 0.07%
4,993
55
$576K 0.06%
6,441
-621
56
$559K 0.06%
5,181
+93
57
$555K 0.06%
12,884
-3,089
58
$550K 0.06%
705
+88
59
$540K 0.06%
9,470
+4,360
60
$529K 0.06%
3,818
+1,506
61
$525K 0.06%
1,652
+209
62
$515K 0.06%
22,984
+3,148
63
$513K 0.06%
23,230
+4,561
64
$508K 0.06%
56,197
65
$488K 0.05%
6,596
-376
66
$487K 0.05%
11,974
+13
67
$477K 0.05%
3,529
68
$466K 0.05%
7,798
+1,955
69
$431K 0.05%
7,176
+2,153
70
$427K 0.05%
16,002
+2,981
71
$426K 0.05%
4,284
72
$423K 0.05%
15,292
+4,305
73
$417K 0.05%
8,812
+58
74
$415K 0.05%
2,235
+214
75
$402K 0.04%
1,228
+9
1 2
3
4 5