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
$678M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.33M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$855K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$851K

Top Sells

1
+$44.4M
2
+$1.87M
3
+$1.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.07M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$707K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.11%
3 Healthcare 0.39%
4 Industrials 0.29%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$254K 0.04%
5,339
+3
77
$252K 0.04%
14,494
-256
78
$250K 0.04%
+1,250
79
$247K 0.04%
1,600
80
$246K 0.04%
2,956
81
$230K 0.03%
2,494
-1,430
82
$211K 0.03%
+2,312
83
$210K 0.03%
2,157
84
$154K 0.02%
87,817
85
$4.72K ﹤0.01%
372
86
– –
-1,500
1 2 3
4