VCP

Vista Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$824M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$802K
3
+$356K
4
AMT icon
American Tower
AMT
+$240K
5
AMGN icon
Amgen
AMGN
+$236K

Top Sells

1
+$1.83M
2
+$1.11M
3
+$792K
4
VTV icon
Vanguard Value ETF
VTV
+$631K
5
MSFT icon
Microsoft
MSFT
+$571K

Sector Composition

1 Technology 2.79%
2 Healthcare 1.18%
3 Consumer Discretionary 1.01%
4 Financials 0.67%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.03%
+431
102
$218K 0.03%
2,087
-9
103
$216K 0.03%
1,214
104
$211K 0.03%
1,813
-95
105
$206K 0.03%
769
-12
106
$205K 0.02%
1,017
+10
107
$109K 0.01%
43,317
-12,000
108
$15.8K ﹤0.01%
24,074
109
– –
-4,299
110
– –
-4,712
111
– –
-5,094
112
– –
-2,000
113
– –
-318
114
– –
-810
115
– –
-1,153
1 2 3 4
5