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
$503M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$910K
3
+$839K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$763K
5
SYK icon
Stryker
SYK
+$734K

Top Sells

1
+$2.06M
2
+$1.77M
3
+$660K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$280K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$233K

Sector Composition

1 Materials 0.76%
2 Consumer Discretionary 0.73%
3 Utilities 0.6%
4 Technology 0.49%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$159M 31.65%
1,060,453
-1,867
2
$116M 23.06%
1,045,174
-15,975
3
$67.3M 13.38%
769,856
+2,006
4
$65.8M 13.08%
402,666
-12,637
5
$51.7M 10.29%
330,110
-4,210
6
$3.87M 0.77%
13,192
+11,600
7
$2.98M 0.59%
359,482
8
$2.15M 0.43%
39,605
-347
9
$2.1M 0.42%
178,200
-4,050
10
$1.52M 0.3%
16,080
11
$1.48M 0.29%
17,697
-75
12
$1.38M 0.27%
10,247
13
$1.22M 0.24%
54,914
-530
14
$1.1M 0.22%
39,936
-1,080
15
$1.08M 0.22%
5,082
-47
16
$1.04M 0.21%
6,641
-85
17
$1M 0.2%
8,684
-120
18
$930K 0.19%
3,156
-52
19
$910K 0.18%
+23,430
20
$899K 0.18%
7,152
-145
21
$879K 0.17%
12,645
+3
22
$878K 0.17%
54,720
-2,054
23
$839K 0.17%
+3,705
24
$826K 0.16%
10,551
+7,471
25
$819K 0.16%
27,723
-1,455
1
2 3