VCP
Vista Capital Partners Portfolio holdings
AUM
$913M
1-Year Return
13.3%
This Quarter Return
+9.31%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$791M
AUM Growth
+$94.6M
(+14%)
Cap. Flow
+$30.9M
Cap. Flow
% of AUM
3.9%
Top 10 Holdings %
Top 10 Hldgs %
93.04%
Holding
97
New
19
Increased
18
Reduced
29
Closed
2
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$20.7M |
| 2 |
Starbucks
SBUX
|
$4.61M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$4.6M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.25M |
| 5 |
Tesla
TSLA
|
$578K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$2.58M |
| 2 |
Vanguard Value ETF
VTV
|
$1.67M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$738K |
| 4 |
Teladoc Health
TDOC
|
$737K |
| 5 |
WEC Energy
WEC
|
$308K |
Sector Composition
| 1 | Technology | 1.85% |
| 2 | Consumer Discretionary | 1.78% |
| 3 | Utilities | 0.32% |
| 4 | Consumer Staples | 0.31% |
| 5 | Financials | 0.27% |
