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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
$614M
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$513K
3
+$466K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$440K
5
IBM icon
IBM
IBM
+$287K

Top Sells

1
+$165M
2
+$18.8M
3
+$6.33M
4
VTV icon
Vanguard Value ETF
VTV
+$3.48M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$2.85M

Sector Composition

1 Technology 2.08%
2 Consumer Discretionary 1.06%
3 Healthcare 0.36%
4 Utilities 0.35%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.03%
1,000
-89
77
$208K 0.03%
1,248
78
$204K 0.03%
+800
79
$202K 0.03%
2,012
-1,634
80
$105K 0.02%
16,720
81
$26K ﹤0.01%
372
82
– –
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83
– –
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84
– –
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85
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– –
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– –
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– –
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– –
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– –
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– –
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– –
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93
– –
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– –
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95
– –
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– –
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– –
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1 2 3
4