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
$864M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$825K
3
+$659K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$611K
5
LLY icon
Eli Lilly
LLY
+$584K

Top Sells

1
+$20.6M
2
+$3.47M
3
+$2.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.8M

Sector Composition

1 Technology 2.81%
2 Healthcare 1.2%
3 Consumer Discretionary 1.07%
4 Financials 0.6%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.02%
5,039
-273
102
$209K 0.02%
1,003
-54
103
$207K 0.02%
+2,000
104
$204K 0.02%
+755
105
$42.4K ﹤0.01%
+2,407
106
– –
-1,422
107
– –
-2,698
1 2 3 4
5