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

Top Buys

1 +$14.7M
2 +$4.49M
3 +$2.85M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2M
5
AAPL icon
Apple
AAPL
+$1.87M

Top Sells

1 +$869K
2 +$666K
3 +$596K
4
WEC icon
WEC Energy
WEC
+$567K
5
VTV icon
Vanguard Value ETF
VTV
+$537K

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
-3,008
102
-1,563
103
-4,754