VCP

Vista Capital Partners Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$3.78M
3
+$3.61M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.24M
5
NVDA icon
NVIDIA
NVDA
+$2M

Top Sells

1
+$548M
2
+$4.87M
3
+$2.55M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.58M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M

Sector Composition

1 Technology 3.5%
2 Healthcare 1.07%
3 Consumer Discretionary 1.05%
4 Financials 0.6%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.04%
+1,432
77
$392K 0.04%
1,104
+180
78
$392K 0.04%
+12,034
79
$390K 0.04%
+1,032
80
$372K 0.04%
1,819
81
$371K 0.04%
2,821
+218
82
$366K 0.04%
3,074
-207
83
$364K 0.04%
1,865
-92
84
$354K 0.04%
3,839
-859
85
$353K 0.04%
12,077
-283
86
$350K 0.04%
2,610
-280
87
$343K 0.04%
2,290
+15
88
$339K 0.04%
2,540
89
$319K 0.03%
+6,444
90
$319K 0.03%
7,482
-730
91
$318K 0.03%
1,579
+43
92
$310K 0.03%
+3,173
93
$308K 0.03%
841
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94
$308K 0.03%
+5,675
95
$301K 0.03%
683
96
$293K 0.03%
+2,214
97
$284K 0.03%
+2,240
98
$282K 0.03%
2,076
99
$266K 0.03%
3,874
-90
100
$265K 0.03%
380
+7
2 3
4
5 6