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
$278M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$712K
3
+$249K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$205K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$51.5K

Top Sells

1
+$1.32M
2
+$1.29M
3
+$1.22M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$355K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$130K

Sector Composition

1 Technology 1.9%
2 Consumer Discretionary 0.51%
3 Consumer Staples 0.35%
4 Utilities 0.22%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95.8M 34.46%
1,253,759
-17,272
2
$53.9M 19.38%
578,866
-13,079
3
$40.3M 14.5%
366,540
-11,688
4
$34.3M 12.35%
357,788
+7,422
5
$28.4M 10.22%
439,798
+22,704
6
$2.35M 0.84%
19,561
-599
7
$2.24M 0.81%
41,116
+945
8
$1.96M 0.71%
17,835
-1,185
9
$1.91M 0.69%
73,424
-13,650
10
$1.58M 0.57%
61,079
-1,600
11
$1.49M 0.54%
76,377
+381
12
$1.35M 0.49%
51,220
-1,242
13
$967K 0.35%
11,401
14
$910K 0.33%
17,870
+111
15
$861K 0.31%
21,956
-26
16
$726K 0.26%
8,754
17
$645K 0.23%
40,940
+946
18
$531K 0.19%
7,916
19
$524K 0.19%
13,995
20
$498K 0.18%
2,777
+2
21
$442K 0.16%
5,880
-350
22
$434K 0.16%
5,045
-150
23
$431K 0.16%
4,254
24
$428K 0.15%
17,380
+1,151
25
$396K 0.14%
30,164
-1,148
1
2