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
$772M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$4.38M
3
+$2.97M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.97M
5
AAPL icon
Apple
AAPL
+$1.8M

Top Sells

1
+$30.1M
2
+$849K
3
+$666K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$596K
5
WEC icon
WEC Energy
WEC
+$536K

Sector Composition

1 Technology 1.97%
2 Consumer Discretionary 1.38%
3 Utilities 0.34%
4 Financials 0.33%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,519
102
– –
-7,270
103
– –
-3,008
1 2 3 4
5