VCP

Vista Capital Partners Portfolio holdings

AUM $983M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$2.2M
3
+$276K
4
ORCL icon
Oracle
ORCL
+$220K
5
TSLA icon
Tesla
TSLA
+$202K

Top Sells

1
+$2.8M
2
+$1.28M
3
+$1.16M
4
PEP icon
PepsiCo
PEP
+$891K
5
SIVB
SVB Financial Group
SIVB
+$804K

Sector Composition

1 Technology 0.75%
2 Consumer Discretionary 0.63%
3 Utilities 0.35%
4 Financials 0.24%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$107M 27.8%
1,123,634
-29,322
2
$103M 26.61%
845,421
+66,907
3
$57.9M 15.03%
476,180
-10,544
4
$46.9M 12.18%
352,228
-8,696
5
$46.6M 12.1%
564,631
+26,649
6
$1.33M 0.35%
49,780
+112
7
$1.25M 0.32%
21,320
+200
8
$1.22M 0.32%
10,610
+385
9
$1.21M 0.31%
11,146
10
$1.15M 0.3%
9,316
11
$1.02M 0.26%
36,708
-316
12
$885K 0.23%
24,522
-1,935
13
$807K 0.21%
54,048
-1,748
14
$715K 0.19%
16,105
15
$705K 0.18%
13,235
+739
16
$684K 0.18%
12,282
+650
17
$649K 0.17%
10,975
+2,760
18
$620K 0.16%
9,411
+36
19
$600K 0.16%
63,102
+3,162
20
$583K 0.15%
2,455
21
$576K 0.15%
4,116
22
$567K 0.15%
15,800
-2,548
23
$561K 0.15%
4,933
+58
24
$541K 0.14%
2,294
-27
25
$538K 0.14%
6,280
1
2 3