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
$534M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$467K
3
+$376K
4
TSLA icon
Tesla
TSLA
+$372K
5
V icon
Visa
V
+$218K

Top Sells

1
+$2.31M
2
+$1.53M
3
+$1.36M
4
VB icon
Vanguard Small-Cap ETF
VB
+$518K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$477K

Sector Composition

1 Consumer Discretionary 0.92%
2 Utilities 0.59%
3 Technology 0.56%
4 Financials 0.38%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$171M 32.05%
1,046,456
+14,026
2
$123M 23.06%
1,027,804
-11,324
3
$70.8M 13.25%
388,639
-8,386
4
$70.3M 13.16%
757,599
+4,050
5
$54.2M 10.15%
327,300
-3,126
6
$4.23M 0.79%
13,152
-21
7
$2.2M 0.41%
39,505
-100
8
$2.18M 0.41%
170,004
-5,202
9
$1.56M 0.29%
17,734
-39
10
$1.51M 0.28%
10,247
11
$1.3M 0.24%
14,100
-2,320
12
$1.21M 0.23%
11,969
13
$1.2M 0.23%
52,344
-2,344
14
$1.17M 0.22%
6,641
15
$1.16M 0.22%
5,102
16
$1.01M 0.19%
3,122
-1
17
$1.01M 0.19%
8,659
+38
18
$985K 0.18%
35,866
-2,416
19
$965K 0.18%
13,156
-268
20
$957K 0.18%
12,990
+2
21
$945K 0.18%
5,996
-446
22
$943K 0.18%
22,925
-505
23
$913K 0.17%
4,847
+731
24
$908K 0.17%
15,366
+3,082
25
$877K 0.16%
10,466
-85
1
2 3