VCP

Vista Capital Partners Portfolio holdings

AUM $913M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$88.1M
2
+$47.1M
3
+$36.2M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$27.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$26.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.78%
2 Consumer Discretionary 0.51%
3 Consumer Staples 0.38%
4 Utilities 0.25%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.1M 34.34%
+1,302,921
2
$47.1M 18.35%
+602,307
3
$36.2M 14.11%
+386,254
4
$27.8M 10.84%
+404,809
5
$26.7M 10.41%
+323,056
6
$7.68M 2.99%
+143,919
7
$3.53M 1.38%
+133,938
8
$2.59M 1.01%
+21,451
9
$2.16M 0.84%
+19,315
10
$1.57M 0.61%
+64,670
11
$1.43M 0.56%
+53,132
12
$951K 0.37%
+70,146
13
$866K 0.34%
+19,224
14
$864K 0.34%
+11,776
15
$735K 0.29%
+8,984
16
$719K 0.28%
+21,942
17
$562K 0.22%
+41,254
18
$487K 0.19%
+14,090
19
$454K 0.18%
+7,916
20
$449K 0.18%
+2,458
21
$398K 0.16%
+5,475
22
$385K 0.15%
+6,230
23
$372K 0.15%
+33,784
24
$371K 0.14%
+4,104
25
$362K 0.14%
+15,482
1
2