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VCP
Vista Capital Partners Portfolio holdings
AUM
$994M
1-Year Est. Return
14.8%
This Fund
S&P 500
1 Year Est. Return
+14.8%
AUM
$994M
AUM Growth
-$19M
(-1.9%)
Holding
163
Top Buys
| 1 | +$51.5M | |
| 2 | +$4.33M | |
| 3 | +$3.1M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.5M |
| 5 |
Apple
AAPL
|
+$817K |
Top Sells
| 1 | +$2.15M | |
| 2 | +$1.37M | |
| 3 | +$808K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$746K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
iShares Global Healthcare ETF
IXJ
$3.63B
| $201K | 0.02% |
2,153
|
|
||
152
Absci
ABSI
$1.12B
| $109K | 0.01% |
36,317
-3,000
|
|
||
153
Automatic Data Processing
ADP
$87.4B
| – | – |
-924
|
|
||
|
154
iShares Core US Aggregate Bond ETF
AGG
$137B
| – | – |
-7,469
|
|
||
155
Vanguard Total International Bond ETF
BNDX
$82.1B
| – | – |
-4,254
|
|
||
156
Cameco
CCJ
$46B
| – | – |
-6,515
|
|
||
157
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.61B
| – | – |
-2,965
|
|
||
158
Salesforce
CRM
$127B
| – | – |
-765
|
|
||
159
iShares S&P 500 Value ETF
IVE
$47.2B
| – | – |
-1,069
|
|