VCP
Vista Capital Partners Portfolio holdings
AUM
$913M
1-Year Return
13.3%
This Quarter Return
+7.7%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$800M
AUM Growth
+$50.2M
(+6.7%)
Cap. Flow
-$5.08M
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
91.69%
Holding
100
New
12
Increased
19
Reduced
34
Closed
5
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$2.68M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$561K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$536K |
| 4 |
Dimensional World Equity ETF
DFAW
|
+$472K |
| 5 |
NVIDIA
NVDA
|
+$419K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$3.87M |
| 2 |
Vanguard Value ETF
VTV
|
+$2.44M |
| 3 |
Microsoft
MSFT
|
+$1.18M |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$1.18M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
+$331K |
Sector Composition
| 1 | Technology | 2.58% |
| 2 | Healthcare | 1.18% |
| 3 | Consumer Discretionary | 1% |
| 4 | Financials | 0.47% |
| 5 | Consumer Staples | 0.27% |
