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
$750M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.34M
3
+$809K
4
LLY icon
Eli Lilly
LLY
+$589K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$331K

Top Sells

1
+$3.78M
2
+$2.87M
3
+$2.11M
4
VB icon
Vanguard Small-Cap ETF
VB
+$929K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$346K

Sector Composition

1 Technology 2.78%
2 Healthcare 1.19%
3 Consumer Discretionary 0.99%
4 Financials 0.39%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$256K 0.03%
2,956
-21
77
$254K 0.03%
2,434
+122
78
$253K 0.03%
1,536
+125
79
$230K 0.03%
18,514
80
$226K 0.03%
+10,904
81
$212K 0.03%
+450
82
$211K 0.03%
+2,077
83
$210K 0.03%
+1,500
84
$209K 0.03%
+3,710
85
$204K 0.03%
+2,517
86
$132K 0.02%
151,392
-36,000
87
– –
-1,920
1 2 3
4