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

Top Buys

1 +$1.04M
2 +$863K
3 +$668K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$641K
5
LLY icon
Eli Lilly
LLY
+$576K

Top Sells

1 +$3.62M
2 +$3.07M
3 +$2.92M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.88M
5
DECK icon
Deckers Outdoor
DECK
+$229K

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%
+24,074
106
-1,422
107
-2,698