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
$860M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.49M
3
+$760K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$476K
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$457K

Top Sells

1
+$4.12M
2
+$3.51M
3
+$2.28M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.61M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.04M

Sector Composition

1 Technology 3.17%
2 Healthcare 1.14%
3 Consumer Discretionary 1.1%
4 Financials 0.67%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.04%
1,936
+762
77
$337K 0.04%
+318
78
$336K 0.04%
+5,792
79
$331K 0.04%
+777
80
$324K 0.04%
2,540
81
$317K 0.04%
12,161
-1,084
82
$316K 0.04%
9,205
-1,235
83
$314K 0.04%
1,654
-125
84
$314K 0.04%
+994
85
$302K 0.04%
4,299
+65
86
$299K 0.03%
6,251
-2,528
87
$293K 0.03%
2,312
-122
88
$293K 0.03%
1,518
+14
89
$283K 0.03%
2,096
+134
90
$276K 0.03%
710
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91
$274K 0.03%
2,076
92
$269K 0.03%
+810
93
$267K 0.03%
+1,153
94
$265K 0.03%
+297
95
$261K 0.03%
+781
96
$255K 0.03%
574
+100
97
$254K 0.03%
2,956
98
$247K 0.03%
4,204
-75
99
$247K 0.03%
2,314
100
$244K 0.03%
5,094
+435
1 2 3
4
5