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
$824M
AUM Growth
-$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$802K
3
+$356K
4
AMT icon
American Tower
AMT
+$240K
5
AMGN icon
Amgen
AMGN
+$236K

Top Sells

1
+$1.83M
2
+$1.11M
3
+$792K
4
VTV icon
Vanguard Value ETF
VTV
+$631K
5
MSFT icon
Microsoft
MSFT
+$571K

Sector Composition

1 Technology 2.79%
2 Healthcare 1.18%
3 Consumer Discretionary 1.01%
4 Financials 0.67%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$311M 37.76%
1,131,593
-4,039
2
$138M 16.7%
796,525
-3,651
3
$116M 14.12%
1,284,432
+39,975
4
$77.9M 9.46%
210,135
-4,923
5
$60.5M 7.34%
272,712
-682
6
$11.3M 1.37%
522,699
-7,958
7
$10.3M 1.25%
27,520
-1,520
8
$8.27M 1%
37,211
-478
9
$7.2M 0.87%
19,332
-6
10
$5.12M 0.62%
9,160
-679
11
$4.85M 0.59%
9,443
-84
12
$3.93M 0.48%
119,151
-10,039
13
$3.45M 0.42%
35,220
-225
14
$3.37M 0.41%
156,895
-339
15
$3.29M 0.4%
6,173
-455
16
$2.69M 0.33%
2,847
-35
17
$2.68M 0.33%
7,429
+3
18
$2.33M 0.28%
57,681
-12,641
19
$2.15M 0.26%
19,794
-774
20
$2M 0.24%
10,513
-478
21
$1.52M 0.18%
25,828
-952
22
$1.43M 0.17%
7,607
23
$1.41M 0.17%
2,510
-391
24
$1.39M 0.17%
5,426
25
$1.22M 0.15%
19,225
-297
1
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