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

Top Buys

1
+$82.4M
2
+$4.86M
3
+$1.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$950K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$906K

Top Sells

1
+$1.8M
2
+$479K
3
+$230K
4
VB icon
Vanguard Small-Cap ETF
VB
+$228K
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
1 2 3
4