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VCP

Vista Capital Partners Portfolio holdings

AUM $994M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$994M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$4.33M
3
+$3.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.5M
5
AAPL icon
Apple
AAPL
+$817K

Top Sells

1
+$2.15M
2
+$1.37M
3
+$808K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$746K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$648K

Sector Composition

1 Technology 3.77%
2 Healthcare 1.14%
3 Consumer Discretionary 1.04%
4 Financials 0.88%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJS icon
76
iShares S&P Small-Cap 600 Value ETF
IJS
$7.77B
$596K 0.06%
5,034
-407
BAC icon
77
Bank of America
BAC
$401B
$591K 0.06%
12,124
+208
CAT icon
78
Caterpillar
CAT
$440B
$584K 0.06%
825
-126
VWO icon
79
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$582K 0.06%
10,772
-2,107
ADBE icon
80
Adobe
ADBE
$78B
$569K 0.06%
2,340
+508
SLV icon
81
iShares Silver Trust
SLV
$32.4B
$556K 0.06%
8,161
SCHP icon
82
Schwab US TIPS ETF
SCHP
$15.6B
$534K 0.05%
20,063
+959
WFC icon
83
Wells Fargo
WFC
$256B
$533K 0.05%
6,700
+1,362
PEG icon
84
Public Service Enterprise Group
PEG
$39.6B
$511K 0.05%
6,314
+68
CL icon
85
Colgate-Palmolive
CL
$72.5B
$494K 0.05%
5,797
+289
COF icon
86
Capital One
COF
$125B
$493K 0.05%
2,702
+19
IGOV icon
87
iShares International Treasury Bond ETF
IGOV
$1.39B
$478K 0.05%
11,644
-726
SCHV
88
Schwab US Large-Cap Value ETF
SCHV
$15.9B
$469K 0.05%
15,362
-1,188
AVDE icon
89
Avantis International Equity ETF
AVDE
$17.1B
$460K 0.05%
5,428
-911
GLW icon
90
Corning
GLW
$151B
$458K 0.05%
3,367
+152
ALL icon
91
Allstate
ALL
$57.1B
$445K 0.04%
2,144
+46
EFA icon
92
iShares MSCI EAFE ETF
EFA
$76.6B
$426K 0.04%
4,388
-1,035
PWR icon
93
Quanta Services
PWR
$107B
$419K 0.04%
763
+21
APH icon
94
Amphenol
APH
$198B
$413K 0.04%
3,269
+77
ITOT icon
95
iShares Core S&P Total US Stock Market ETF
ITOT
$91.9B
$409K 0.04%
2,875
-1,130
IXN icon
96
iShares Global Tech ETF
IXN
$9.2B
$384K 0.04%
3,839
VBR icon
97
Vanguard Small-Cap Value ETF
VBR
$35.9B
$379K 0.04%
1,746
+18
VIG icon
98
Vanguard Dividend Appreciation ETF
VIG
$109B
$373K 0.04%
1,734
HD icon
99
Home Depot
HD
$327B
$366K 0.04%
1,113
+389
AMGN icon
100
Amgen
AMGN
$184B
$356K 0.04%
1,013
+128
2 3
4
5 6