VCP
Vista Capital Partners Portfolio holdings
AUM
$913M
1-Year Return
13.3%
This Quarter Return
+0.28%
1 Year Return
+13.3%
3 Year Return
+50.23%
5 Year Return
+83.13%
10 Year Return
+153.18%
AUM
$860M
AUM Growth
-$4.62M
(-0.53%)
Cap. Flow
-$4.98M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
90.26%
Holding
121
New
12
Increased
45
Reduced
36
Closed
6
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$3.23M |
| 2 |
NVIDIA
NVDA
|
$1.49M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$760K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$476K |
| 5 |
iShares 1-3 Year International Treasury Bond ETF
IGOV
|
$457K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.12M |
| 2 |
Vanguard Growth ETF
VUG
|
$3.51M |
| 3 |
Vanguard Value ETF
VTV
|
$2.28M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.61M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.04M |
Sector Composition
| 1 | Technology | 3.17% |
| 2 | Healthcare | 1.14% |
| 3 | Consumer Discretionary | 1.1% |
| 4 | Financials | 0.67% |
| 5 | Consumer Staples | 0.34% |
