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
126
– –
-2,956
127
– –
-1,214
128
– –
-663
2 3 4 5
6