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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
$586M
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$8.7M
3
+$2.29M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$622K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$496K

Top Sells

1
+$1.35M
2
+$947K
3
+$244K
4
J icon
Jacobs Solutions
J
+$227K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$217K

Sector Composition

1 Technology 2.03%
2 Consumer Discretionary 1.16%
3 Healthcare 0.46%
4 Financials 0.31%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-16,085
77
– –
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78
– –
-4,698
79
– –
-2,156
80
– –
-2,012
81
– –
-16,720
82
– –
-2,240
83
– –
-1,248
84
– –
-1,000
1 2 3
4