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
$800M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$561K
3
+$536K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$472K
5
NVDA icon
NVIDIA
NVDA
+$419K

Top Sells

1
+$3.87M
2
+$2.44M
3
+$1.18M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.18M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$331K

Sector Composition

1 Technology 2.58%
2 Healthcare 1.18%
3 Consumer Discretionary 1%
4 Financials 0.47%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$305M 38.18%
1,174,806
+2,158
2
$137M 17.12%
840,625
-14,976
3
$101M 12.63%
1,167,757
+31,023
4
$81.7M 10.22%
237,454
-11,239
5
$65.4M 8.18%
286,294
-5,149
6
$12.1M 1.51%
28,711
-2,810
7
$12M 1.5%
587,892
-6,366
8
$6.92M 0.87%
19,337
+17
9
$6.15M 0.77%
35,849
+259
10
$5.74M 0.72%
179,680
+830
11
$5.38M 0.67%
10,280
-308
12
$4.42M 0.55%
9,188
+385
13
$3.9M 0.49%
192,038
-5,490
14
$3.02M 0.38%
33,033
-40
15
$2.6M 0.32%
7,709
-126
16
$2.32M 0.29%
5,528
+1,274
17
$2.32M 0.29%
55,025
+781
18
$1.83M 0.23%
2,504
-386
19
$1.8M 0.23%
3,424
20
$1.79M 0.22%
9,948
+330
21
$1.71M 0.21%
7,136
-46
22
$1.59M 0.2%
27,740
+11
23
$1.43M 0.18%
15,246
-1,037
24
$1.36M 0.17%
7,607
25
$1.32M 0.17%
21,549
-10
1
2 3 4