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
$864M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$863K
3
+$668K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$641K
5
LLY icon
Eli Lilly
LLY
+$576K

Top Sells

1
+$3.62M
2
+$3.07M
3
+$2.92M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.88M
5
DECK icon
Deckers Outdoor
DECK
+$229K

Sector Composition

1 Technology 2.81%
2 Healthcare 1.2%
3 Consumer Discretionary 1.07%
4 Financials 0.6%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$324K 0.04%
1,779
+385
77
$320K 0.04%
+1,126
78
$312K 0.04%
7,859
-336
79
$306K 0.04%
1,962
+2
80
$295K 0.03%
2,076
81
$290K 0.03%
2,956
82
$285K 0.03%
2,434
83
$285K 0.03%
1,504
+1
84
$279K 0.03%
+5,839
85
$276K 0.03%
4,279
-249
86
$256K 0.03%
2,314
-24
87
$248K 0.03%
2,077
88
$246K 0.03%
607
+7
89
$245K 0.03%
+474
90
$241K 0.03%
1,605
+1
91
$239K 0.03%
+4,234
92
$238K 0.03%
+740
93
$238K 0.03%
376
-50
94
$232K 0.03%
1,174
-40
95
$223K 0.03%
+422
96
$223K 0.03%
58,317
97
$222K 0.03%
8,282
-1,236
98
$215K 0.02%
+1,214
99
$215K 0.02%
4,099
+39
100
$213K 0.02%
+4,659
1 2 3
4
5