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

Top Buys

1
+$3.12M
2
+$1.28M
3
+$1.24M
4
AAPL icon
Apple
AAPL
+$955K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$856K

Top Sells

1
+$1.88M
2
+$1.68M
3
+$1.09M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$713K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$530K

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