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
$355M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$656K
3
+$527K
4
NKE icon
Nike
NKE
+$453K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$339K

Top Sells

1
+$821K
2
+$684K
3
+$400K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$69.6K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$19.9K

Sector Composition

1 Technology 0.82%
2 Consumer Discretionary 0.59%
3 Consumer Staples 0.35%
4 Utilities 0.34%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 28.56%
1,163,929
-9,434
2
$84.8M 23.92%
761,952
+58,771
3
$55.2M 15.57%
491,771
-6,094
4
$45.6M 12.85%
525,326
+3,906
5
$44.6M 12.58%
365,092
-3,275
6
$1.35M 0.38%
48,768
-628
7
$1.35M 0.38%
11,610
+80
8
$1.33M 0.38%
10,521
-550
9
$1.14M 0.32%
21,057
+533
10
$1.13M 0.32%
11,401
11
$1.08M 0.3%
37,704
-696
12
$982K 0.28%
26,022
+1,295
13
$926K 0.26%
8,511
14
$871K 0.25%
60,482
+7,402
15
$687K 0.19%
16,119
+14
16
$663K 0.19%
11,795
+492
17
$656K 0.19%
+5,933
18
$644K 0.18%
12,232
+8,600
19
$533K 0.15%
9,253
+3,169
20
$527K 0.15%
+18,652
21
$520K 0.15%
8,646
+4
22
$508K 0.14%
4,875
+700
23
$499K 0.14%
57,264
+5,028
24
$490K 0.14%
6,280
25
$488K 0.14%
21,182
+1,103
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