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
$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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86
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88
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89
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90
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91
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92
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93
-1,600
94
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95
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96
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97
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