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
$696M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$4.73M
2 +$1.2M
3 +$927K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$877K
5
ABNB icon
Airbnb
ABNB
+$671K

Top Sells

1 +$1.75M
2 +$468K
3 +$230K
4
VB icon
Vanguard Small-Cap ETF
VB
+$224K
5
BAC icon
Bank of America
BAC
+$200K

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 1.17%
3 Utilities 0.38%
4 Financials 0.3%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$197K 0.03%
16,720
-15,000
77
-4,859
78
-2,199