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
$337M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$452K
3
+$207K
4
NKE icon
Nike
NKE
+$200K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$142K

Top Sells

1
+$886K
2
+$616K
3
+$109K
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$92.9K
5
INTC icon
Intel
INTC
+$61.4K

Sector Composition

1 Technology 0.63%
2 Consumer Discretionary 0.49%
3 Utilities 0.38%
4 Consumer Staples 0.34%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.7M 29.62%
1,173,363
-10,426
2
$75.4M 22.38%
703,181
+26,182
3
$53.4M 15.85%
497,865
-5,744
4
$46.2M 13.73%
521,420
-1,231
5
$42.6M 12.66%
368,367
+1,790
6
$1.41M 0.42%
11,071
-30
7
$1.38M 0.41%
49,396
-390
8
$1.34M 0.4%
11,530
+3,875
9
$1.17M 0.35%
20,524
-299
10
$1.09M 0.32%
11,401
11
$1.08M 0.32%
38,400
-558
12
$902K 0.27%
8,511
-88
13
$811K 0.24%
24,727
-1,873
14
$719K 0.21%
53,080
+976
15
$711K 0.21%
16,105
16
$611K 0.18%
11,303
+2,620
17
$560K 0.17%
8,642
+3
18
$444K 0.13%
6,280
19
$438K 0.13%
52,236
+4,746
20
$433K 0.13%
42,645
21
$427K 0.13%
20,079
+1,341
22
$419K 0.12%
4,175
23
$399K 0.12%
3,865
24
$382K 0.11%
4,070
-319
25
$333K 0.1%
24,660
-228
1
2