VCP

Vista Capital Partners Portfolio holdings

AUM $913M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$678M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.28M
3
+$1.24M
4
AAPL icon
Apple
AAPL
+$955K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$856K

Top Sells

1
+$1.88M
2
+$1.68M
3
+$1.09M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$713K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$530K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.11%
3 Healthcare 0.39%
4 Industrials 0.29%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$251M 36.98%
1,227,761
-5,356
2
$124M 18.29%
897,457
-12,159
3
$88.8M 13.11%
1,069,886
+15,425
4
$67.8M 10%
271,762
-130
5
$57.8M 8.52%
304,735
-532
6
$9.99M 1.47%
626,142
+39,873
7
$7.64M 1.13%
26,516
+924
8
$6.37M 0.94%
38,621
+5,793
9
$5.84M 0.86%
14,255
+3,037
10
$4.56M 0.67%
178,850
+33,600
11
$3.54M 0.52%
34,001
+82
12
$3.12M 0.46%
+8,291
13
$2.88M 0.43%
147,739
-27,188
14
$2.11M 0.31%
8,618
-51
15
$1.99M 0.29%
16,210
16
$1.89M 0.28%
46,709
-1,699
17
$1.46M 0.22%
9,599
18
$1.45M 0.21%
27,708
-13,609
19
$1.44M 0.21%
3,510
-31
20
$1.39M 0.21%
7,445
21
$1.27M 0.19%
4,109
-95
22
$1.22M 0.18%
2,465
+46
23
$1.16M 0.17%
24,054
-38,912
24
$1.06M 0.16%
21,641
-1
25
$955K 0.14%
3,346
1
2 3 4