VCP

Vista Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$641M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.53M
3
+$3.53M
4
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$2.88M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.03M

Top Sells

1
+$2.37M
2
+$1.31M
3
+$567K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$559K
5
VB icon
Vanguard Small-Cap ETF
VB
+$505K

Sector Composition

1 Technology 1.84%
2 Consumer Discretionary 1.01%
3 Healthcare 0.44%
4 Financials 0.35%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$211K 0.03%
+4,698
77
$203K 0.03%
+1,500
78
$184K 0.03%
87,817
79
$5.67K ﹤0.01%
372
80
– –
-1,129
81
– –
-4,462
82
– –
-2,852
83
– –
-5,690
84
– –
-1,698
85
– –
-25,617
86
– –
-9,589
87
– –
-672
1 2 3
4