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
$806M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$492K
3
+$332K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$297K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$258K

Top Sells

1
+$3.78M
2
+$2.33M
3
+$1M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$589K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$472K

Sector Composition

1 Technology 2.87%
2 Healthcare 1.12%
3 Consumer Discretionary 0.95%
4 Financials 0.53%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$254K 0.03%
1,604
+4
77
$250K 0.03%
2,338
+3
78
$248K 0.03%
9,518
-498
79
$240K 0.03%
1,503
+3
80
$235K 0.03%
1,394
-142
81
$233K 0.03%
2,077
82
$229K 0.03%
1,422
-78
83
$228K 0.03%
452
+13
84
$227K 0.03%
1,057
+57
85
$220K 0.03%
4,060
+60
86
$215K 0.03%
426
+51
87
$208K 0.03%
1,214
+115
88
$208K 0.03%
+2,698
89
$207K 0.03%
600
+7
90
$205K 0.03%
5,312
+40
91
$180K 0.02%
58,317
-6,500
92
– –
-7,987
93
– –
-420
94
– –
-1,214
95
– –
-140,000
1 2 3
4