VCG

Vantage Consulting Group Portfolio holdings

AUM $19.7M
1-Year Est. Return 280.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+280.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$256K
3
+$180K
4
AAL icon
American Airlines Group
AAL
+$177K
5
PVH icon
PVH
PVH
+$164K

Top Sells

1
+$73.6M
2
+$11.9M
3
+$4.17M
4
SMDY
Syntax Stratified MidCap ETF
SMDY
+$420K
5
CVX icon
Chevron
CVX
+$389K

Sector Composition

1 Healthcare 57.28%
2 Technology 5.13%
3 Consumer Staples 4.53%
4 Consumer Discretionary 3.87%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-226,670
236
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-29,181
237
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6 7 8 9
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