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
$913M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$3.78M
3
+$3.61M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.24M
5
NVDA icon
NVIDIA
NVDA
+$2M

Top Sells

1
+$548M
2
+$4.87M
3
+$2.55M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.58M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M

Sector Composition

1 Technology 3.5%
2 Healthcare 1.07%
3 Consumer Discretionary 1.05%
4 Financials 0.6%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.03%
1,372
102
$259K 0.03%
+725
103
$249K 0.03%
2,260
-42
104
$243K 0.03%
+10,440
105
$241K 0.03%
624
+34
106
$241K 0.03%
8,192
+261
107
$233K 0.03%
1,813
108
$225K 0.02%
+1,073
109
$223K 0.02%
+438
110
$217K 0.02%
+2,000
111
$217K 0.02%
434
+3
112
$216K 0.02%
+1,669
113
$216K 0.02%
774
+18
114
$207K 0.02%
4,228
+124
115
$207K 0.02%
2,094
+7
116
$205K 0.02%
+966
117
$205K 0.02%
1,036
+19
118
$205K 0.02%
+2,644
119
$205K 0.02%
+1,047
120
$200K 0.02%
734
-35
121
$111K 0.01%
43,317
122
$9.98K ﹤0.01%
2,407
123
– –
-2,058
124
– –
-1,104
125
– –
-1,459
2 3 4
5
6