VCG

Vantage Consulting Group Portfolio holdings

AUM $5.73M
1-Year Est. Return 33.45%
This Quarter Est. Return
1 Year Est. Return
-33.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$294K
2
+$289K
3
+$267K
4
ALL icon
Allstate
ALL
+$262K
5
AIZ icon
Assurant
AIZ
+$251K

Top Sells

1
+$1.53M
2
+$1.07M
3
+$528K
4
CMA icon
Comerica
CMA
+$523K
5
STX icon
Seagate
STX
+$248K

Sector Composition

1 Healthcare 23.78%
2 Consumer Staples 7.14%
3 Technology 6%
4 Consumer Discretionary 5.89%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$497K 0.32%
6,350
-451
27
$497K 0.32%
1,181
-143
28
$491K 0.31%
3,307
+295
29
$486K 0.31%
1,673
+397
30
$484K 0.31%
11,162
+42
31
$478K 0.3%
2,786
+392
32
$477K 0.3%
5,221
+374
33
$472K 0.3%
3,407
-359
34
$467K 0.3%
3,518
+105
35
$463K 0.29%
2,770
-173
36
$460K 0.29%
7,828
37
$458K 0.29%
1,624
-14
38
$452K 0.29%
12,463
-504
39
$437K 0.28%
20,349
+879
40
$420K 0.27%
2,724
-275
41
$419K 0.27%
3,243
-103
42
$416K 0.26%
4,624
-577
43
$412K 0.26%
2,540
-223
44
$409K 0.26%
6,505
+1,743
45
$408K 0.26%
3,911
-408
46
$404K 0.26%
833
-419
47
$401K 0.26%
2,619
-216
48
$397K 0.25%
5,868
-1,479
49
$396K 0.25%
3,866
+505
50
$393K 0.25%
21,936
+2,662
1
2
3 4 5