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
$864M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$863K
3
+$668K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$641K
5
LLY icon
Eli Lilly
LLY
+$576K

Top Sells

1
+$3.62M
2
+$3.07M
3
+$2.92M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.88M
5
DECK icon
Deckers Outdoor
DECK
+$229K

Sector Composition

1 Technology 2.81%
2 Healthcare 1.2%
3 Consumer Discretionary 1.07%
4 Financials 0.6%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$326M 37.68%
1,149,859
-10,831
2
$142M 16.44%
813,659
-20,715
3
$118M 13.62%
1,208,202
+171
4
$85.8M 9.93%
223,608
-7,617
5
$65.7M 7.61%
277,080
-7,934
6
$12.6M 1.46%
29,281
+219
7
$12.4M 1.44%
561,174
-8,274
8
$8.65M 1%
37,138
+262
9
$6.98M 0.81%
19,333
-22
10
$6.03M 0.7%
175,745
+1,495
11
$5.7M 0.66%
9,940
-107
12
$4.89M 0.57%
9,271
-103
13
$3.73M 0.43%
160,896
-1,631
14
$3.52M 0.41%
36,061
+2,922
15
$3.09M 0.36%
6,706
-31
16
$2.89M 0.33%
7,709
17
$2.4M 0.28%
51,119
-658
18
$2.34M 0.27%
2,638
+72
19
$1.99M 0.23%
10,689
+999
20
$1.71M 0.2%
2,966
-370
21
$1.66M 0.19%
18,812
-834
22
$1.65M 0.19%
26,780
-28
23
$1.52M 0.18%
5,787
-362
24
$1.52M 0.18%
1,719
+650
25
$1.44M 0.17%
7,607
1
2 3 4 5