VCP

Vista Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$800M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$561K
3
+$536K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$472K
5
NVDA icon
NVIDIA
NVDA
+$419K

Top Sells

1
+$3.87M
2
+$2.44M
3
+$1.18M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SCHV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.03%
1,536
77
$261K 0.03%
10,016
-188
78
$260K 0.03%
1,500
79
$259K 0.03%
4,475
+765
80
$251K 0.03%
2,335
-239
81
$238K 0.03%
10,252
-652
82
$235K 0.03%
+1,500
83
$232K 0.03%
+4,000
84
$229K 0.03%
2,077
85
$227K 0.03%
+593
86
$225K 0.03%
+1,000
87
$213K 0.03%
+439
88
$209K 0.03%
+5,272
89
$208K 0.03%
+375
90
$204K 0.03%
+1,214
91
$201K 0.03%
+420
92
$200K 0.03%
+1,099
93
$157K 0.02%
140,000
-11,392
94
– –
-18,514
95
– –
-1,597
96
– –
-2,667
97
– –
-450
98
– –
-2,517
1 2 3
4