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
$178M
AUM Growth
-$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$1.35M
3 +$724K
4
KDP icon
Keurig Dr Pepper
KDP
+$261K
5
WBD icon
Warner Bros
WBD
+$255K

Top Sells

1 +$68.7M
2 +$4.67M
3 +$270K
4
CTRA icon
Coterra Energy
CTRA
+$257K
5
BKNG icon
Booking.com
BKNG
+$247K

Sector Composition

1 Healthcare 38.44%
2 Technology 6.76%
3 Consumer Staples 6.63%
4 Consumer Discretionary 5.1%
5 Utilities 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-13,757
227
-18,801