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VCP

Vista Capital Partners Portfolio holdings

AUM $994M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$994M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$4.33M
3
+$3.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.5M
5
AAPL icon
Apple
AAPL
+$817K

Top Sells

1
+$2.15M
2
+$1.37M
3
+$808K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$746K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$648K

Sector Composition

1 Technology 3.77%
2 Healthcare 1.14%
3 Consumer Discretionary 1.04%
4 Financials 0.88%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
101
Vanguard High Dividend Yield ETF
VYM
$78.7B
$353K 0.04%
2,384
-156
KO icon
102
Coca-Cola
KO
$344B
$350K 0.04%
4,600
-834
AXP icon
103
American Express
AXP
$232B
$345K 0.03%
1,140
-12
SCHG icon
104
Schwab US Large-Cap Growth ETF
SCHG
$58.4B
$325K 0.03%
11,165
-591
NOC icon
105
Northrop Grumman
NOC
$78.1B
$325K 0.03%
476
+20
IEI icon
106
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$322K 0.03%
2,718
-266
ORCL icon
107
Oracle
ORCL
$528B
$317K 0.03%
2,155
-401
MRK icon
108
Merck
MRK
$285B
$317K 0.03%
+2,632
IWP icon
109
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$316K 0.03%
2,468
-108
PG icon
110
Procter & Gamble
PG
$351B
$313K 0.03%
+2,165
XLK icon
111
State Street Technology Select Sector SPDR ETF
XLK
$122B
$309K 0.03%
2,327
-877
CSCO icon
112
Cisco
CSCO
$462B
$307K 0.03%
3,957
+750
J icon
113
Jacobs Solutions
J
$14.5B
$307K 0.03%
2,411
+204
VXF icon
114
Vanguard Extended Market ETF
VXF
$30.2B
$306K 0.03%
1,487
+115
CI icon
115
Cigna
CI
$75.4B
$299K 0.03%
1,122
+72
SCHC icon
116
Schwab International Small-Cap Equity ETF
SCHC
$5.45B
$298K 0.03%
6,384
-2,951
DE icon
117
Deere & Co
DE
$159B
$297K 0.03%
528
+75
NUE icon
118
Nucor
NUE
$57.5B
$297K 0.03%
1,757
+47
NSC icon
119
Norfolk Southern
NSC
$67.5B
$290K 0.03%
1,011
+24
VXUS icon
120
Vanguard Total International Stock ETF
VXUS
$154B
$288K 0.03%
3,735
+3
ETR icon
121
Entergy
ETR
$50.8B
$283K 0.03%
+2,516
AEP icon
122
American Electric Power
AEP
$69.8B
$279K 0.03%
2,126
+233
RTX icon
123
RTX Corp
RTX
$259B
$271K 0.03%
1,406
+88
TGT icon
124
Target
TGT
$58.1B
$270K 0.03%
2,231
+93
GM icon
125
General Motors
GM
$71.8B
$268K 0.03%
3,604
+246
3 4
5
6 7