VCP
Vista Capital Partners Portfolio holdings
AUM
$913M
1-Year Est. Return
13.3%
1 Year Est. Return
+13.3%
AUM
$913M
AUM Growth
+$89.7M
(+11%)
Holding
133
Top Buys
| 1 | +$8.72M | |
| 2 | +$3.83M | |
| 3 | +$3.81M | |
| 4 |
NVIDIA
NVDA
|
+$2.51M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$2.41M |
Top Sells
| 1 | +$5.27M | |
| 2 | +$2.67M | |
| 3 | +$1.68M | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$1.52M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.39M |
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 | |
|---|---|---|---|---|---|---|
126
iShares Global Healthcare ETF
IXJ
$4.04B
| – | – |
-2,956
|
|
||
127
iShares Global Consumer Discretionary ETF
RXI
$281M
| – | – |
-1,214
|
|
||
128
UnitedHealth
UNH
$328B
| – | – |
-663
|
|