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
$824M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$802K
3
+$356K
4
AMT icon
American Tower
AMT
+$240K
5
AMGN icon
Amgen
AMGN
+$236K

Top Sells

1
+$1.83M
2
+$1.11M
3
+$792K
4
VTV icon
Vanguard Value ETF
VTV
+$631K
5
MSFT icon
Microsoft
MSFT
+$571K

Sector Composition

1 Technology 2.79%
2 Healthcare 1.18%
3 Consumer Discretionary 1.01%
4 Financials 0.67%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$324K 0.04%
924
-70
77
$318K 0.04%
1,536
+18
78
$318K 0.04%
2,275
-1
79
$311K 0.04%
2,603
-37
80
$309K 0.04%
12,360
-1,320
81
$295K 0.04%
8,212
-993
82
$292K 0.04%
10,987
-1,174
83
$287K 0.03%
683
-94
84
$282K 0.03%
2,076
85
$272K 0.03%
2,312
86
$271K 0.03%
5,023
-2,522
87
$270K 0.03%
2,956
88
$270K 0.03%
289
-8
89
$267K 0.03%
728
+18
90
$260K 0.03%
5,110
-1,141
91
$256K 0.03%
2,302
-12
92
$240K 0.03%
+1,104
93
$239K 0.03%
3,964
-240
94
$236K 0.03%
1,372
-282
95
$236K 0.03%
+756
96
$232K 0.03%
4,104
-23
97
$227K 0.03%
373
+1
98
$226K 0.03%
590
+16
99
$226K 0.03%
7,931
+34
100
$225K 0.03%
+2,058
1 2 3
4
5