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
$721M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.7M
3
+$285K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$246K
5
BX icon
Blackstone
BX
+$212K

Top Sells

1
+$3.22M
2
+$1.34M
3
+$1.18M
4
NWN icon
Northwest Natural Holdings
NWN
+$254K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$225K

Sector Composition

1 Technology 2.49%
2 Healthcare 1.12%
3 Consumer Discretionary 1.07%
4 Financials 0.32%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.04%
1,600
77
$253K 0.04%
2,352
+2
78
$251K 0.03%
2,956
79
$250K 0.03%
1,220
-231
80
$246K 0.03%
+13,104
81
$239K 0.03%
13,388
-1,106
82
$223K 0.03%
2,312
83
$223K 0.03%
223,392
-42,000
84
$212K 0.03%
+2,278
85
$211K 0.03%
+5,739
86
$210K 0.03%
+1,411
87
$203K 0.03%
+1,758
88
$133K 0.02%
87,817
89
– –
-5,339
90
– –
-372
1 2 3
4