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
$439M
AUM Growth
-$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.1M
3
+$543K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$507K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$250K

Top Sells

1
+$1.49M
2
+$1.13M
3
+$567K
4
INTC icon
Intel
INTC
+$415K
5
AMGN icon
Amgen
AMGN
+$321K

Sector Composition

1 Technology 0.64%
2 Consumer Discretionary 0.62%
3 Utilities 0.34%
4 Financials 0.3%
5 Energy 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$133M 30.34%
981,040
+30,173
2
$112M 25.61%
1,089,301
-10,965
3
$62.8M 14.32%
442,842
-10,473
4
$52.9M 12.04%
700,292
+63,506
5
$51M 11.61%
346,859
-3,859
6
$1.29M 0.29%
10,632
7
$1.16M 0.26%
44,132
-902
8
$1.1M 0.25%
18,931
+78
9
$1.06M 0.24%
5,340
-50
10
$1.03M 0.24%
9,138
-673
11
$954K 0.22%
49,892
+26,510
12
$929K 0.21%
7,702
-1,126
13
$910K 0.21%
17,482
-7,980
14
$855K 0.19%
9,362
-16
15
$850K 0.19%
50,436
+3,548
16
$803K 0.18%
13,932
+2,948
17
$789K 0.18%
28,758
-3,096
18
$754K 0.17%
2,842
+28
19
$740K 0.17%
12,148
+657
20
$716K 0.16%
67,302
+6,162
21
$674K 0.15%
16,638
22
$657K 0.15%
4,825
23
$643K 0.15%
4,116
24
$594K 0.14%
6,180
-100
25
$587K 0.13%
20,459
+791
1
2 3