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VCP
Vista Capital Partners Portfolio holdings
AUM
$1.14B
1-Year Est. Return
21.34%
This Fund
S&P 500
This Quarter
Est. Return
+1.63%
1 Year Est. Return
+21.34%
3 Year Est. Return
+61.15%
5 Year Est. Return
+57.42%
10 Year Est. Return
+199.27%
AUM
$257M
AUM Growth
–
Cap. Flow
+$777M
Cap. Flow
% of AUM
302.89%
Top 10 Holdings %
Top 10 Hldgs %
94.89%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$518M |
| 2 |
Vanguard Morningstar Value ETF
VTV
|
+$88.1M |
| 3 |
Vanguard Morningstar Growth ETF
VUG
|
+$47.7M |
| 4 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$35.7M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$29.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.78% |
| 2 | Consumer Discretionary | 0.51% |
| 3 | Consumer Staples | 0.38% |
| 4 | Utilities | 0.25% |
| 5 | Energy | 0.14% |
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Vista Capital Partners's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Vista Capital Partners, which disclosed 38 positions worth $257M. Its ten largest holdings account for 95% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 3,140 shares worth $351K.
By sector, the portfolio is most concentrated in Technology at 1.8% of assets, followed by Consumer Discretionary and Consumer Staples.
- Vista Capital Partners's largest Q2 2013 buy was Berkshire Hathaway Class A: 3,140 shares worth $351K.
- Vista Capital Partners's ten largest holdings make up 95% of its $257M portfolio in Q2 2013.
- Vista Capital Partners disclosed 38 positions in Q2 2013, its first 13F filing on record.
Based on Vista Capital Partners's 13F filing for Q2 2013, filed 19 Jul 2013.