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
$461M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.27M
3
+$1.48M
4
INTC icon
Intel
INTC
+$752K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$273K

Top Sells

1
+$1.33M
2
+$1.32M
3
+$941K
4
DECK icon
Deckers Outdoor
DECK
+$543K
5
MSFT icon
Microsoft
MSFT
+$299K

Sector Composition

1 Materials 0.8%
2 Technology 0.68%
3 Consumer Discretionary 0.44%
4 Utilities 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$141M 30.61%
1,004,327
+23,287
2
$112M 24.35%
1,080,237
-9,064
3
$65M 14.11%
433,963
-8,879
4
$58.5M 12.7%
718,462
+18,170
5
$52.7M 11.43%
338,373
-8,486
6
$3.69M 0.8%
+461,938
7
$1.62M 0.35%
32,612
+15,130
8
$1.33M 0.29%
10,632
9
$1.16M 0.25%
44,426
+294
10
$996K 0.22%
5,340
11
$991K 0.22%
8,787
-351
12
$967K 0.21%
6,726
+1,901
13
$943K 0.2%
14,786
+854
14
$924K 0.2%
7,702
15
$895K 0.19%
18,332
-599
16
$816K 0.18%
49,432
-1,004
17
$797K 0.17%
38,158
-11,734
18
$768K 0.17%
27,978
-780
19
$737K 0.16%
67,074
-228
20
$736K 0.16%
2,698
-144
21
$711K 0.15%
16,638
22
$701K 0.15%
12,084
-64
23
$695K 0.15%
5,726
+1,861
24
$667K 0.14%
4,116
25
$649K 0.14%
14,028
+468
1
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