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VCP

Vista Capital Partners Portfolio holdings

AUM $994M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$994M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$4.33M
3
+$3.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.5M
5
AAPL icon
Apple
AAPL
+$817K

Top Sells

1
+$2.15M
2
+$1.37M
3
+$808K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$746K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$648K

Sector Composition

1 Technology 3.77%
2 Healthcare 1.14%
3 Consumer Discretionary 1.04%
4 Financials 0.88%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDY icon
126
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$265K 0.03%
1,819
-182
ETN icon
127
Eaton
ETN
$159B
$265K 0.03%
741
-2
BX icon
128
Blackstone
BX
$153B
$264K 0.03%
2,300
+3
DIA icon
129
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$264K 0.03%
569
-471
PFE icon
130
Pfizer
PFE
$148B
$262K 0.03%
+9,318
AVEM icon
131
Avantis Emerging Markets Equity ETF
AVEM
$26.2B
$255K 0.03%
3,170
-580
ENVX icon
132
Enovix
ENVX
$1.46B
$255K 0.03%
49,172
KMI icon
133
Kinder Morgan
KMI
$69.7B
$251K 0.03%
7,471
+78
PEP icon
134
PepsiCo
PEP
$194B
$242K 0.02%
1,557
+139
PDP icon
135
Invesco Dorsey Wright Momentum ETF
PDP
$1.63B
$241K 0.02%
2,000
EFX icon
136
Equifax
EFX
$18.4B
$236K 0.02%
1,308
+15
AVGE icon
137
Avantis All Equity Markets ETF
AVGE
$1B
$234K 0.02%
2,662
-36
RRX icon
138
Regal Rexnord
RRX
$14.7B
$231K 0.02%
+1,235
VEU icon
139
Vanguard FTSE All-World ex-US ETF
VEU
$67B
$231K 0.02%
+3,071
PLTR icon
140
Palantir
PLTR
$313B
$230K 0.02%
1,571
+416
MPC icon
141
Marathon Petroleum
MPC
$71.4B
$227K 0.02%
+931
FISV
142
Fiserv Inc
FISV
$26B
$226K 0.02%
4,042
+31
TIP icon
143
iShares TIPS Bond ETF
TIP
$14.8B
$218K 0.02%
1,971
-265
STT icon
144
State Street
STT
$47.4B
$217K 0.02%
+1,712
DIS icon
145
Walt Disney
DIS
$175B
$215K 0.02%
+2,228
MA icon
146
Mastercard
MA
$436B
$212K 0.02%
+425
BA icon
147
Boeing
BA
$178B
$212K 0.02%
+1,066
ACWI icon
148
iShares MSCI ACWI ETF
ACWI
$32.3B
$212K 0.02%
1,532
-65
DKS icon
149
Dick's Sporting Goods
DKS
$20.1B
$209K 0.02%
1,055
+16
IJH icon
150
iShares Core S&P Mid-Cap ETF
IJH
$120B
$208K 0.02%
3,078
-490
3 4 5
6
7