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
$860M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.49M
3
+$760K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$476K
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$457K

Top Sells

1
+$4.12M
2
+$3.51M
3
+$2.28M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.61M
5
BIV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.03%
4,127
+28
102
$237K 0.03%
372
-4
103
$230K 0.03%
1,007
+4
104
$224K 0.03%
1,908
-169
105
$224K 0.03%
1,214
106
$223K 0.03%
+8,629
107
$216K 0.03%
+7,897
108
$215K 0.03%
2,000
109
$208K 0.02%
4,712
-1,127
110
$145K 0.02%
55,317
-3,000
111
$32K ﹤0.01%
24,074
112
– –
-740
113
– –
-13,247
114
– –
-13,280
115
– –
-755
116
– –
-422
117
– –
-1,605
1 2 3 4
5