Portfolio (Quarterly)
Guide ↗
VISTA CAPITAL PARTNERS, INC.
· CIK 0001486946| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | CRM | Salesforce Com | Technology | 765.0 | $203K | 0.02% | NEW | — | $264.91 | -10.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
42.6%
Financial Services
16.2%
Healthcare
11.7%
Consumer Cyclical
11.0%
Industrials
4.7%
Consumer Defensive
4.3%
Communication Services
3.8%
Energy
2.5%
Utilities
2.2%
Basic Materials
1.0%