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

Top Buys

1
+$506K
2
+$470K
3
+$407K
4
ABSI icon
Absci
ABSI
+$311K
5
IBM icon
IBM
IBM
+$301K

Top Sells

1
+$17.3M
2
+$5.79M
3
+$3.26M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$2.85M
5
SBUX icon
Starbucks
SBUX
+$1.83M

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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1 2 3
4