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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
$1.01B
AUM Growth
+$30.2M
(+3.1%)
Holding
166
Top Buys
| 1 | +$144M | |
| 2 | +$8.73M | |
| 3 | +$1.92M | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$1.34M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.15M |
Top Sells
| 1 | +$4.16M | |
| 2 | +$1.22M | |
| 3 | +$798K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$680K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$544K |
Sector Composition
| 1 | Technology | 4% |
| 2 | Healthcare | 1.09% |
| 3 | Consumer Discretionary | 1.02% |
| 4 | Financials | 0.82% |
| 5 | Communication Services | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Walt Disney
DIS
$170B
| – | – |
-2,040
|
|
||
152
Chart Industries
GTLS
$10B
| – | – |
-1,021
|
|
||
153
Honeywell
HON
$147B
| – | – |
-1,161
|
|
||
154
Netflix
NFLX
$299B
| – | – |
-2,700
|
|
||
155
Transocean
RIG
$5.77B
| – | – |
-13,156
|
|
||
156
Invesco S&P 500 Equal Weight ETF
RSP
$92.7B
| – | – |
-1,080
|
|
||
157
Tilray
TLRY
$539M
| – | – |
-2,407
|
|
||
158
T-Mobile US
TMUS
$196B
| – | – |
-932
|
|
||
159
Zscaler
ZS
$20B
| – | – |
-693
|
|
||
160
iShares Gold Trust
IAU
$63.2B
| – | – |
-3,983
|
|
||
161
Kenvue
KVUE
$36.4B
| – | – |
-10,101
|
|